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 John Manby
Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Bill Manby
At current firm
12 y
since Sep 16, 2014
In the industry
32 y
since Jan 21, 1994 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- Paradigm Investment Advisory LLC state registered currentsince Sep 16, 2014 · Akron, Oh
- Ancora Retirement Plan Advisors, LLC otherJan 2, 2009 to May 1, 2013 · Mayfield Heights, Oh
- Woodbury Financial Services, Inc. formerFeb 27, 2006 to Dec 31, 2008 · Akron, Oh
- Ogilvie Security Advisors Corp formerAug 18, 2000 to Nov 1, 2002 · Akron, Oh
- Manby Financial Strategies, Inc. unclassifiedNov 17, 1999 to Feb 22, 2006 · Akron, Oh
Moves
a registration end followed by a registration begin elsewhere
- Ancora Retirement Plan Advisors, LLC to Paradigm Investment Advisory LLCleft May 1, 2013, registered Sep 16, 2014 (503 days) · Other
- Woodbury Financial Services, Inc. to Ancora Retirement Plan Advisors, LLCleft Dec 31, 2008, registered Jan 2, 2009 (2 days) · Other
- Manby Financial Strategies, Inc. to Ogilvie Security Advisors Corpleft Feb 22, 2006, registered Aug 18, 2000 (-2014 days) · Other
- Ogilvie Security Advisors Corp to Woodbury Financial Services, Inc.left Nov 1, 2002, registered Feb 27, 2006 (1214 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
- STATE REGISTEREDderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address