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
Shawn Garand Webb
Certified Financial Planner
Feed of 09/15/2026
At current firm
5 y
since Nov 4, 2020
In the industry
27 y
since Jul 2, 1999 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- Ip Financial Advisory Services LLC independent RIA currentsince Nov 4, 2020 · Charlotte, Nc
- Cetera Advisors LLC formerJul 18, 2007 to Nov 6, 2020 · Greenwood Village, Co
- Legacy Advisory Services, Inc. unclassifiedFeb 23, 2005 to Jul 18, 2007 · Meridian, Id
- LPL Financial LLC BD affiliatedJun 3, 2004 to Feb 23, 2005 · Snohomish, Wa
- Commonwealth Financial Network national BDJun 6, 2003 to Dec 8, 2003 · Lynnwood, Wa
- Country Trust Bank unclassifiedNov 11, 2002 to Mar 11, 2003 · Lynwood, Wa
Moves
a registration end followed by a registration begin elsewhere
- Cetera Advisors LLC to Ip Financial Advisory Services LLCleft Nov 6, 2020, registered Nov 4, 2020 (-2 days) · Affiliated broker-dealer or bank to independent RIA
- Legacy Advisory Services, Inc. to Cetera Advisors LLCleft Jul 18, 2007, registered Jul 18, 2007 (0 days) · Other
- LPL Financial LLC to Legacy Advisory Services, Inc.left Feb 23, 2005, registered Feb 23, 2005 (0 days) · Other
- Commonwealth Financial Network to LPL Financial LLCleft Dec 8, 2003, registered Jun 3, 2004 (178 days) · Other
- Country Trust Bank to Commonwealth Financial Networkleft Mar 11, 2003, registered Jun 6, 2003 (87 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
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address