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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J••• P••• W•••••••••
- Title
- Senior Wealth Advisor, Shareholderreportedhbwealth.comfirm site, Sep 15, 2026
- Designations
- CFAreportedhbwealth.comas printed on the bio page, Sep 16, 2026
- Professional profile
- hbwealth.com/meet-the-team/john-willoughby-cfareportedhbwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- H• W••••• independent RIA currentsince Dec 23, 2025 · Tampa, Fl
- T••••• A••••••• S•••••••• I••• BD affiliatedAug 12, 2016 to Jul 16, 2024 · Tampa, Fl
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedOct 2, 2003 to Jul 19, 2004 · Tampa, Fl
- A•••••• I••••••••• S•••••••• I••• unclassifiedAug 25, 2003 to Sep 16, 2003 · Tampa, Fl
- A•••••• I••••••••• M••••••••• C•••••• L•• unclassifiedAug 12, 2003 to Sep 17, 2003 · Birmingham, Al
- T••••• A••••••• S•••••••• I••• to H• W•••••left Jul 16, 2024, registered Dec 23, 2025 (525 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- B••• O• A•••••• I••••••••• S•••••••• I••• to T••••• A••••••• S•••••••• I•••left Jul 19, 2004, registered Aug 12, 2016 (4407 days) · Other
- A•••••• I••••••••• M••••••••• C•••••• L•• to A•••••• I••••••••• S•••••••• I•••left Sep 17, 2003, registered Aug 25, 2003 (-23 days) · Other
- A•••••• I••••••••• S•••••••• I••• to B••• O• A•••••• I••••••••• S•••••••• I•••left Sep 16, 2003, registered Oct 2, 2003 (16 days) · Other
- J••• P••• W••••••••• left T••••• A••••••• S•••••••• I••• for H• W••••• (registered 2025-12-23)Jul 16, 2024 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address