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

Spencer Glen Gilland

Wells Fargo AdvisorswirehouseFort Worth, Tx dual registrantIAPD 4258784

Feed of 09/15/2026

At current firm

0 y

since Feb 2, 2026

In the industry

25 y

since Oct 1, 2000 (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 Feb 2, 2026 · Fort Worth, Tx
Navy Federal Investment Services, LLC BD affiliated
Apr 24, 2024 to Feb 2, 2026 · Keller, Tx
Charles Schwab & Co., Inc. national BD
Oct 6, 2021 to Jan 10, 2024 · Houston, Tx
Td Ameritrade, Inc. former
Jan 11, 2010 to Oct 14, 2022 · Fort Worth, Tx
Td Ameritrade Investment Management, LLC former
May 3, 2005 to Sep 7, 2023 · Fort Worth, Tx

Moves

a registration end followed by a registration begin elsewhere

Navy Federal Investment Services, LLC to Wells Fargo Advisors
left Feb 2, 2026, registered Feb 2, 2026 (0 days) · Affiliated broker-dealer or bank to wirehouse
Charles Schwab & Co., Inc. to Navy Federal Investment Services, LLC
left Jan 10, 2024, registered Apr 24, 2024 (105 days) · Affiliated broker-dealer or bank to another
Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.
left Sep 7, 2023, registered Jan 11, 2010 (-4987 days) · channel change inside one enterprise, not a move · moved with a team
Td Ameritrade, Inc. to Charles Schwab & Co., Inc.
left Oct 14, 2022, registered Oct 6, 2021 (-373 days) · channel change inside one enterprise, not a move

Signals

Spencer Glen Gilland left Navy Federal Investment Services, Llc for Wells Fargo Advisors (registered 2026-02-02)
Feb 2, 2026 · Advisor changed firm · fact
Spencer Glen Gilland left Charles Schwab & Co., Inc. for Navy Federal Investment Services, Llc (registered 2024-04-24)
Jan 10, 2024 · 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: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address