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 Manby
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Bill Manby
At current firm
8 y
since Nov 16, 2017
In the industry
48 y
since May 1, 1978 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- Paradigm Investment Advisory LLC state registered currentsince Nov 16, 2017 · Akron, Oh
- Simplicity Wealth mixed wealthApr 26, 2019 to May 2, 2019 · Akron, Oh
- Onpointe Advisory And Financial Services, LLC formerApr 2, 2014 to Dec 15, 2017 · Akron, Oh
- Smc Advisory Network, LLC unclassifiedMar 15, 2013 to Mar 3, 2014 · Akron, Oh
- Cetera Advisors LLC formerJul 19, 2007 to Dec 31, 2010 · Boardman, Oh
- Legacy Advisory Services, Inc. unclassifiedJun 9, 2006 to Jul 18, 2007 · Akron, Oh
- Manby Financial Strategies, Inc. unclassifiedNov 17, 1999 to Jun 1, 2006 · Akron, Oh
Moves
a registration end followed by a registration begin elsewhere
- Simplicity Wealth to no registered destinationleft May 2, 2019 · Departure, no registered destination
- Onpointe Advisory And Financial Services, LLC to Paradigm Investment Advisory LLCleft Dec 15, 2017, registered Nov 16, 2017 (-29 days) · Other
- Smc Advisory Network, LLC to Onpointe Advisory And Financial Services, LLCleft Mar 3, 2014, registered Apr 2, 2014 (30 days) · Other
- Cetera Advisors LLC to Smc Advisory Network, LLCleft Dec 31, 2010, registered Mar 15, 2013 (805 days) · Other
- Legacy Advisory Services, Inc. to Cetera Advisors LLCleft Jul 18, 2007, registered Jul 19, 2007 (1 days) · Other
- Manby Financial Strategies, Inc. to Legacy Advisory Services, Inc.left Jun 1, 2006, registered Jun 9, 2006 (8 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
- STATE REGISTEREDderived
- Years in industry
- 48derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address