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 Burke Allred

Wells Fargo AdvisorswirehouseCarlsbad, Cadual registrantIAPD 4039140

Feed of 09/14/2026

Also filed as Brett Allred

At current firm

1 y

since May 22, 2025

In the industry

26 y

since Oct 26, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wells Fargo Advisors wirehouse current
since May 22, 2025 · Carlsbad, Ca
LPL Financial LLC BD affiliated
Sep 3, 2014 to Jun 12, 2025 · Carslbad, Ca
U.S. Bancorp Advisors, LLC BD affiliated
Dec 24, 2008 to Sep 9, 2014 · Oceanside, Ca
Zions Capital Advisors, Inc. institutional
May 9, 2007 to Dec 8, 2008 · San Diego, Ca
Centara Capital Management Group, Inc. former
Apr 10, 2007 to May 3, 2007 · San Diego, Ca
Dunham independent RIA
Oct 11, 2005 to Jul 19, 2006 · San Diego, Ca
Banc Of America Investment Services, Inc. unclassified
Jul 27, 2001 to Apr 14, 2004 · Fallbrook, Ca

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Wells Fargo Advisors
left Jun 12, 2025, registered May 22, 2025 (-21 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
U.S. Bancorp Advisors, LLC to LPL Financial LLC
left Sep 9, 2014, registered Sep 3, 2014 (-6 days) · Other
Zions Capital Advisors, Inc. to U.S. Bancorp Advisors, LLC
left Dec 8, 2008, registered Dec 24, 2008 (16 days) · Other
Centara Capital Management Group, Inc. to Zions Capital Advisors, Inc.
left May 3, 2007, registered May 9, 2007 (6 days) · Other
Dunham to Centara Capital Management Group, Inc.
left Jul 19, 2006, registered Apr 10, 2007 (265 days) · Other
Banc Of America Investment Services, Inc. to Dunham
left Apr 14, 2004, registered Oct 11, 2005 (545 days) · Other

Signals

William Burke Allred left Lpl Financial Llc for Wells Fargo Advisors (registered 2025-05-22)
Jun 12, 2025 · Advisor changed firm · fact

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: Wirehousederived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address