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
Walter Wayne Mcneer
Certified Financial Planner
Feed of 09/14/2026
At current firm
9 y
since Mar 13, 2017
In the industry
26 y
since Nov 16, 1999 (earliest exam, job or registration)
Prior registered firms
5
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
- Ask Capital Investment Managers state registered currentsince Mar 13, 2017 · Amarillo, Tx
- Spring Capital Management independent RIAJan 30, 2020 to Oct 19, 2020 · Amarillo, Tx
- Fortitude Advisory Group L.L.C. independent RIAMar 3, 2014 to Feb 7, 2020 · Gig Harbor, Wa
- Fortitude Advisory Group L.L.C. independent RIAOct 8, 2010 to Feb 20, 2014 · Gig Harbor, Wa
- Wells Fargo Advisors wirehouseJan 1, 2008 to Oct 8, 2010 · Amarillo, Tx
- A. G. Edwards & Sons, Inc. unclassifiedOct 9, 2002 to Jan 1, 2008 · Amarillo, Tx
Moves
a registration end followed by a registration begin elsewhere
- Spring Capital Management to no registered destinationleft Oct 19, 2020 · Departure, no registered destination
- Fortitude Advisory Group L.L.C. to Ask Capital Investment Managersleft Feb 7, 2020, registered Mar 13, 2017 (-1061 days) · RIA to a state-registered adviser
- Wells Fargo Advisors to Fortitude Advisory Group L.L.C.left Oct 8, 2010, registered Oct 8, 2010 (0 days) · Other
- A. G. Edwards & Sons, Inc. to Wells Fargo Advisorsleft Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move
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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address