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
William John Mcbride
Feed of 09/14/2026
Also filed as Bill Mcbride
At current firm
1 y
since Jun 5, 2025
In the industry
27 y
since Dec 21, 1998 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
8
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- LPL Financial LLC BD affiliated currentsince Jun 5, 2025 · West Hollywood, Ca
- Western International Securities formerSep 4, 2018 to Jun 5, 2025 · West Hollywood, Ca
- J.P. Morgan Securities LLC wirehouseOct 1, 2012 to Sep 13, 2018 · West Hollywood, Ca
- Chase Investment Services Corp. formerMay 2, 2009 to Oct 1, 2012 · Los Angeles, Ca
- Wamu Investments, Inc. unclassifiedDec 6, 2004 to May 2, 2009 · Los Angeles, Ca
- Citicorp Investment Services unclassifiedMar 7, 2003 to Dec 1, 2004 · Gardena, Ca
Moves
a registration end followed by a registration begin elsewhere
- Western International Securities to LPL Financial LLCleft Jun 5, 2025, registered Jun 5, 2025 (0 days) · corporate re-registration, not a move
- J.P. Morgan Securities LLC to Western International Securitiesleft Sep 13, 2018, registered Sep 4, 2018 (-9 days) · Wirehouse to independent RIA
- Chase Investment Services Corp. to J.P. Morgan Securities LLCleft Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- Wamu Investments, Inc. to Chase Investment Services Corp.left May 2, 2009, registered May 2, 2009 (0 days) · corporate re-registration, not a move
- Citicorp Investment Services to Wamu Investments, Inc.left Dec 1, 2004, registered Dec 6, 2004 (5 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address