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.

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Registered advisor

D•••••• K•• W•••••••

J••••• M••••••••• S•••• L••BD affiliatedMansfield, Ohdual registrantIAPD 4534223

Feed of 09/14/2026

Also filed as Deborah Kay Willison

At current firm

1 y

since Oct 24, 2024

In the industry

19 y

since Apr 12, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

J••••• M••••••••• S•••• L•• BD affiliated current
since Oct 24, 2024 · Mansfield, Oh
K••••• A••••••• S•••••••• L•• BD affiliated
Sep 9, 2016 to Oct 28, 2024 · Mansfield, Oh
N•• A•••••• S•••••••• L•• former
Sep 9, 2016 to Sep 22, 2016 · Austin, Tx
E••••• J•••• national BD
Apr 26, 2007 to Sep 13, 2016 · Ontario, Oh

Moves

a registration end followed by a registration begin elsewhere

K••••• A••••••• S•••••••• L•• to J••••• M••••••••• S•••• L••
left Oct 28, 2024, registered Oct 24, 2024 (-4 days) · Affiliated broker-dealer or bank to another · moved with a team
N•• A•••••• S•••••••• L•• to K••••• A••••••• S•••••••• L••
left Sep 22, 2016, registered Sep 9, 2016 (-13 days) · corporate re-registration, not a move
E••••• J•••• to N•• A•••••• S•••••••• L••
left Sep 13, 2016, registered Sep 9, 2016 (-4 days) · Other

Signals

D•••••• K•• W••••••• left K••••• A••••••• S•••••••• L•• for J••••• M••••••••• S•••• L•• (registered 2024-10-24)
Oct 28, 2024 · a•••••• firm change · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address