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 Joseph Feudale
Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Bill Feudale
At current firm
8 y
since Feb 14, 2018
In the industry
33 y
since Mar 25, 1993 (earliest exam, job or registration)
Prior registered firms
6
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
- LPL Financial LLC BD affiliated currentsince Feb 14, 2018 · Hazleton, Pa
- Invest Financial Corporation formerMay 31, 2017 to Feb 14, 2018 · Hazleton, Pa
- Sagepoint Financial, Inc. formerNov 8, 2013 to Jun 2, 2017 · Scottsdale, Az
- Penn Investment Advisors, Inc. formerDec 7, 2009 to Feb 1, 2013 · Hazleton, Pa
- Amp Asset Management, Inc. unclassifiedJan 6, 2009 to Dec 8, 2009 · Danville, Pa
- Msi Financial Services, Inc. formerAug 31, 2007 to Jan 9, 2009 · Hazleton, Pa
- Amp Asset Management, Inc. unclassifiedJan 5, 2000 to Oct 21, 2003 · Danville, Pa
Moves
a registration end followed by a registration begin elsewhere
- Invest Financial Corporation to LPL Financial LLCleft Feb 14, 2018, registered Feb 14, 2018 (0 days) · corporate re-registration, not a move
- Sagepoint Financial, Inc. to Invest Financial Corporationleft Jun 2, 2017, registered May 31, 2017 (-2 days) · Other
- Penn Investment Advisors, Inc. to Sagepoint Financial, Inc.left Feb 1, 2013, registered Nov 8, 2013 (280 days) · Other
- Amp Asset Management, Inc. to Penn Investment Advisors, Inc.left Dec 8, 2009, registered Dec 7, 2009 (-1 days) · Other
- Msi Financial Services, Inc. to Amp Asset Management, Inc.left Jan 9, 2009, registered Jan 6, 2009 (-3 days) · Other
- Amp Asset Management, Inc. to Msi Financial Services, Inc.left Oct 21, 2003, registered Aug 31, 2007 (1410 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address