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 Russell Green
Feed of 09/15/2026
Also filed as William Russell Green
At current firm
2 y
since Jan 12, 2024
In the industry
27 y
since May 25, 1999 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- Edward Jones national BD currentsince Jan 12, 2024 · Woburn, Ma
- Advice And Planning Services BD affiliatedFeb 29, 2016 to Dec 6, 2023 · Waltham, Ma
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNov 13, 2013 to Feb 12, 2016 · Boston, Ma
- Gl Investment Services, LLC formerJan 4, 2013 to Jun 3, 2013 · Waltham, Ma
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 31, 2011 to Dec 16, 2011 · Wellesley Hills, Ma
Moves
a registration end followed by a registration begin elsewhere
- Advice And Planning Services to Edward Jonesleft Dec 6, 2023, registered Jan 12, 2024 (37 days) · Affiliated broker-dealer or bank to another
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Advice And Planning Servicesleft Feb 12, 2016, registered Feb 29, 2016 (17 days) · Other · moved with a team
- Gl Investment Services, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Jun 3, 2013, registered Nov 13, 2013 (163 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Gl Investment Services, LLCleft Dec 16, 2011, registered Jan 4, 2013 (385 days) · Other
Signals
- William Russell Green left Advice And Planning Services for Edward Jones (registered 2024-01-12)Dec 6, 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
- National broker-dealer RIAderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address