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 Basil Verrill

Aviso Wealth Managementindependent RIASouthampton, Pa dual registrantIAPD 4663870

Feed of 09/15/2026

At current firm

9 y

since Jan 3, 2017

In the industry

19 y

since Nov 16, 2006 (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

Professional profile

what the firm itself publishes, with the page it was read from

Title: Vice Presidentreportedavisofinancial.comfirm site, Sep 17, 2026
Designations: AIFreportedavisofinancial.comas printed on the bio page, Sep 17, 2026
Partner or owner: “In 2010, Will was named Vice President and shortly thereafter became a partner in the firm.”reportedavisofinancial.comthe sentence on the bio page
Business email: wverrill@avisofinancial.comreportedavisofinancial.comfirm site, Sep 17, 2026
Direct business phone: 855-313-5802reportedavisofinancial.comfirm site, Sep 17, 2026
Professional profile: avisofinancial.com/team/william-verrillreportedavisofinancial.comfirm site, Sep 17, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Aviso Wealth Management independent RIA current
since Jan 3, 2017 · Seattle, Wa
Cetera Investment Advisers LLC BD affiliated
Nov 12, 2020 to Oct 5, 2023 · Seattle, Wa
First Allied Advisory Services, Inc. former
Jan 28, 2013 to Nov 12, 2020 · Southampton, Pa
Aviso Wealth Management independent RIA
Jun 21, 2007 to Dec 31, 2016 · Seattle, Wa
Gunnallen Financial, Inc unclassified
Jun 15, 2007 to Mar 31, 2010 · Seattle, Wa
Wells Fargo Advisors wirehouse
Nov 17, 2006 to Jun 18, 2007 · Portland, Me

Moves

a registration end followed by a registration begin elsewhere

Cetera Investment Advisers LLC to no registered destination
left Oct 5, 2023 · Departure, no registered destination
First Allied Advisory Services, Inc. to Aviso Wealth Management
left Nov 12, 2020, registered Jan 3, 2017 (-1409 days) · Other
Aviso Wealth Management to First Allied Advisory Services, Inc.
left Dec 31, 2016, registered Jan 28, 2013 (-1433 days) · Other
Gunnallen Financial, Inc to Aviso Wealth Management
left Mar 31, 2010, registered Jun 21, 2007 (-1014 days) · Other
Wells Fargo Advisors to Gunnallen Financial, Inc
left Jun 18, 2007, registered Jun 15, 2007 (-3 days) · Other

Signals

William Basil Verrill no longer registered at Cetera Investment Advisers Llc; no later IA registration on IAPD
Oct 5, 2023 · Advisor departure · 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: Independent wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address