DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
William Payne Adams Orr
Feed of 09/15/2026
Also filed as Will Orr
At current firm
8 y
since Jan 10, 2018
In the industry
36 y
since Nov 17, 1989 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- World Investment Advisors, LLC other currentsince Jan 10, 2018 · The Woodlands, Tx
- Foresters Equity Services, Inc. formerFeb 19, 2016 to Oct 31, 2017 · The Woodlands, Tx
- Adviseme National Advisors formerJan 26, 2015 to Aug 12, 2015 · The Woodlands, Tx
- Independent Financial Group, LLC BD affiliatedAug 27, 2014 to Feb 1, 2016 · The Woodlands, Tx
- Wespac Advisors, LLC otherOct 14, 2010 to Feb 18, 2016 · The Woodlands, Tx
Moves
a registration end followed by a registration begin elsewhere
- Foresters Equity Services, Inc. to World Investment Advisors, LLCleft Oct 31, 2017, registered Jan 10, 2018 (71 days) · Other
- Wespac Advisors, LLC to Independent Financial Group, LLCleft Feb 18, 2016, registered Aug 27, 2014 (-540 days) · Other
- Independent Financial Group, LLC to Adviseme National Advisorsleft Feb 1, 2016, registered Jan 26, 2015 (-371 days) · Other
- Adviseme National Advisors to Foresters Equity Services, Inc.left Aug 12, 2015, registered Feb 19, 2016 (191 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Other adviserderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address