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
Deborah Jean Detray
Feed of 09/14/2026
Also filed as Deborah Jean Washner
At current firm
6 y
since Dec 12, 2019
In the industry
44 y
since Jan 1, 1982 (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, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Trek Financial independent RIA currentsince Dec 12, 2019 · Scottsdale, Az
- Horter Investment Management, LLC independent RIAOct 29, 2013 to Aug 13, 2019 · Defiance, Oh
- Advantage Investment Management, LLC formerSep 28, 2009 to Oct 1, 2013 · Defiance, Oh
- National Planning Corporation ("Npc Of America" In Fl & Ny) formerJun 17, 2003 to Jul 31, 2012 · Defiance, Oh
- Walnut Street Advisers Inc unclassifiedSep 5, 2000 to Jun 19, 2003 · Defiance, Oh
Moves
a registration end followed by a registration begin elsewhere
- Horter Investment Management, LLC to Trek Financialleft Aug 13, 2019, registered Dec 12, 2019 (121 days) · RIA to RIA
- Advantage Investment Management, LLC to Horter Investment Management, LLCleft Oct 1, 2013, registered Oct 29, 2013 (28 days) · Other
- National Planning Corporation ("Npc Of America" In Fl & Ny) to Advantage Investment Management, LLCleft Jul 31, 2012, registered Sep 28, 2009 (-1037 days) · Other
- Walnut Street Advisers Inc to National Planning Corporation ("Npc Of America" In Fl & Ny)left Jun 19, 2003, registered Jun 17, 2003 (-2 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
- 44derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address