RIA Intelligence
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W••••• E••••• W•••••
- Professional profile
- linkedin.com/in/wesley-watkis-25943b1reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- T•• W• • W• G•••• L•• state registered currentsince Jun 5, 2017 · Rockville, Md
- G••••• B•••••••• S•••••••• I••• independent RIAFeb 5, 2003 to Mar 27, 2017 · Chevy Chase, Md
- G••••• B•••••••• S•••••••• I••• to T•• W• • W• G•••• L••left Mar 27, 2017, registered Jun 5, 2017 (70 days) · RIA to a state-registered adviser
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
- STATE REGISTEREDderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address