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 Dennis Bancroft
Feed of 09/14/2026
At current firm
4 y
since Mar 28, 2022
In the industry
24 y
since Oct 16, 2001 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Impact Capital, LLC independent RIA currentsince Mar 28, 2022 · Rockville, Md
- Pagnatokarp Partners, LLC formerSep 2, 2016 to May 1, 2018 · Reston, Va
- Convergent Wealth Advisors, LLC formerMay 2, 2007 to Aug 29, 2016 · Potomac, Md
- Lydian Wealth Management Company, LLC unclassifiedJan 1, 2002 to May 2, 2007 · Rockville, Md
Moves
a registration end followed by a registration begin elsewhere
- Pagnatokarp Partners, LLC to Impact Capital, LLCleft May 1, 2018, registered Mar 28, 2022 (1427 days) · RIA to RIA
- Convergent Wealth Advisors, LLC to Pagnatokarp Partners, LLCleft Aug 29, 2016, registered Sep 2, 2016 (4 days) · Other · moved with a team
- Lydian Wealth Management Company, LLC to Convergent Wealth Advisors, LLCleft May 2, 2007, registered May 2, 2007 (0 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
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address