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 Dale Byford
Feed of 09/14/2026
Also filed as Bill Byford
At current firm
3 y
since Sep 19, 2022
In the industry
29 y
since Sep 5, 1997 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Ascentis Independent Advisors, LLC independent RIA currentsince Sep 19, 2022 · Dallas, Tx
- Golden State Equity Advisors, LLC formerAug 26, 2021 to Sep 20, 2022 · Las Cruces, Nm
- Carter Bain Wealth Management unclassifiedAug 30, 2007 to Dec 31, 2021 · Las Cruces, Nm
- Westwind Capital independent RIAJan 31, 2003 to Sep 8, 2003 · Las Cruces, Nm
- Morgan Stanley Dw Inc. unclassifiedJun 22, 1998 to Nov 20, 2002 · Las Cruces, Nm
Moves
a registration end followed by a registration begin elsewhere
- Golden State Equity Advisors, LLC to Ascentis Independent Advisors, LLCleft Sep 20, 2022, registered Sep 19, 2022 (-1 days) · RIA to RIA
- Carter Bain Wealth Management to Golden State Equity Advisors, LLCleft Dec 31, 2021, registered Aug 26, 2021 (-127 days) · Other · moved with a team
- Westwind Capital to Carter Bain Wealth Managementleft Sep 8, 2003, registered Aug 30, 2007 (1452 days) · Other
- Morgan Stanley Dw Inc. to Westwind Capitalleft Nov 20, 2002, registered Jan 31, 2003 (72 days) · Other
Signals
- William Dale Byford left Golden State Equity Advisors, Llc for Ascentis Independent Advisors, Llc (registered 2022-09-19)Sep 20, 2022 · Advisor changed firm · fact
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
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address