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
Ted Hamstra
Feed of 09/14/2026
Also filed as Theodor Hamstra
At current firm
0 y
since Aug 19, 2026
In the industry
31 y
since Nov 25, 1994 (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
S65, 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
- Wells Fargo Advisors wirehouse currentsince Aug 19, 2026 · Greenwood Village, Co
- William Blair & Company L.L.C. BD affiliatedJul 22, 2021 to Sep 2, 2026 · Chicago, Il
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseApr 24, 2009 to Jul 27, 2021 · Denver, Co
- Citigroup Global Markets Inc. BD affiliatedMay 29, 2007 to May 14, 2009 · Phoenix, Az
- Citicorp Investment Services unclassifiedApr 19, 2002 to May 29, 2007 · Denver, Co
Moves
a registration end followed by a registration begin elsewhere
- William Blair & Company L.L.C. to Wells Fargo Advisorsleft Sep 2, 2026, registered Aug 19, 2026 (-14 days) · Affiliated broker-dealer or bank to wirehouse
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to William Blair & Company L.L.C.left Jul 27, 2021, registered Jul 22, 2021 (-5 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- Citigroup Global Markets Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft May 14, 2009, registered Apr 24, 2009 (-20 days) · Other
- Citicorp Investment Services to Citigroup Global Markets Inc.left May 29, 2007, registered May 29, 2007 (0 days) · corporate re-registration, not a move
Signals
- Ted Hamstra left William Blair & Company L.L.C. for Wells Fargo Advisors (registered 2026-08-19)Sep 2, 2026 · 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
- Wirehousederived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address