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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

W•••••• E• O••••••

J••••• M••••••••• S•••• L••BD affiliatedPhiladelphia, Pa dual registrantIAPD 2272757

Feed of 09/15/2026

Also filed as William E Orielly

At current firm

3 y

since May 18, 2023

In the industry

31 y

since Dec 21, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

J••••• M••••••••• S•••• L•• BD affiliated current
since May 18, 2023 · Atlanta, Ga
B••• S••••••••• L•• former
Dec 10, 2019 to Feb 17, 2021 · Charlotte, Nc
T••••• A••••••• S•••••••• I••• BD affiliated
Jul 5, 2016 to May 8, 2023 · Atlanta, Ga
S••••••• I••••••••• S•••••••• I••• former
Jun 30, 2005 to Dec 31, 2016 · Atlanta, Ga
T••••• S••••••••• I••• unclassified
Jun 12, 2002 to Jun 30, 2005 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

T••••• A••••••• S•••••••• I••• to B••• S••••••••• L••
left May 8, 2023, registered Dec 10, 2019 (-1245 days) · Affiliated broker-dealer or bank to another
B••• S••••••••• L•• to J••••• M••••••••• S•••• L••
left Feb 17, 2021, registered May 18, 2023 (820 days) · Affiliated broker-dealer or bank to another
S••••••• I••••••••• S•••••••• I••• to T••••• A••••••• S•••••••• I•••
left Dec 31, 2016, registered Jul 5, 2016 (-179 days) · corporate re-registration, not a move
T••••• S••••••••• I••• to S••••••• I••••••••• S•••••••• I•••
left Jun 30, 2005, registered Jun 30, 2005 (0 days) · Other

Signals

W•••••• E• O•••••• left T••••• A••••••• S•••••••• I••• for B••• S••••••••• L•• (registered 2019-12-10)
May 8, 2023 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 31derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address