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 Brantley Bissett
Certified Financial Planner
Feed of 09/14/2026
At current firm
7 y
since Feb 8, 2019
In the industry
23 y
since Apr 11, 2003 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Portus Wealth Advisors, LLC independent RIA currentsince Feb 8, 2019 · Charlotte, Nc
- Southeast Financial Group formerJun 29, 2015 to Feb 28, 2019 · Davidson, Nc
- Pinnacle Advisory Group, Inc. formerFeb 2, 2007 to May 13, 2015 · Columbia, Md
- Morgan Stanley Dw Inc. unclassifiedFeb 25, 2004 to Dec 16, 2004 · Charleston, Sc
- Equitable Advisors, LLC national BDApr 14, 2003 to Mar 3, 2004 · Mt. Pleasant , Sc
Moves
a registration end followed by a registration begin elsewhere
- Southeast Financial Group to Portus Wealth Advisors, LLCleft Feb 28, 2019, registered Feb 8, 2019 (-20 days) · RIA to RIA
- Pinnacle Advisory Group, Inc. to Southeast Financial Groupleft May 13, 2015, registered Jun 29, 2015 (47 days) · Other
- Morgan Stanley Dw Inc. to Pinnacle Advisory Group, Inc.left Dec 16, 2004, registered Feb 2, 2007 (778 days) · Other
- Equitable Advisors, LLC to Morgan Stanley Dw Inc.left Mar 3, 2004, registered Feb 25, 2004 (-7 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address