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.
William Bush Brown
- Professional profile
- linkedin.com/in/will-brown-34286713reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Formidable Asset Management, LLC independent RIA currentsince Jun 25, 2013 · Cincinnati, Oh
- Raymond James & Associates, Inc. national BDMay 22, 2006 to Jul 1, 2013 · Cincinnati, Oh
- Citigroup Global Markets Inc. BD affiliatedFeb 21, 2006 to May 18, 2006 · Cincinnati, Oh
- Legg Mason Wood Walker, Incorporated unclassifiedMay 11, 2000 to Feb 21, 2006 · Cincinnati, Oh
- Raymond James & Associates, Inc. to Formidable Asset Management, LLCleft Jul 1, 2013, registered Jun 25, 2013 (-6 days) · Affiliated broker-dealer or bank to a newly registered adviser
- Citigroup Global Markets Inc. to Raymond James & Associates, Inc.left May 18, 2006, registered May 22, 2006 (4 days) · Other
- Legg Mason Wood Walker, Incorporated to Citigroup Global Markets Inc.left Feb 21, 2006, registered Feb 21, 2006 (0 days) · corporate re-registration, not a move
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address