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 Luther Rackley
Certified Financial Planner
Feed of 09/15/2026
Also filed as Bill Rackley
At current firm
5 y
since Jul 8, 2021
In the industry
22 y
since Feb 2, 2004 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
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
- Perigon Wealth Management, LLC independent RIA currentsince Jul 8, 2021 · San Francisco, Ca
- Integral Wealth Management independent RIAMar 13, 2009 to Dec 21, 2018 · Turlock, Ca
- Citigroup Global Markets Inc. BD affiliatedOct 18, 2005 to Apr 3, 2009 · San Francisco, Ca
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMar 25, 2004 to Oct 19, 2005 · San Francisco, Ca
Moves
a registration end followed by a registration begin elsewhere
- Integral Wealth Management to Perigon Wealth Management, LLCleft Dec 21, 2018, registered Jul 8, 2021 (930 days) · RIA to RIA
- Citigroup Global Markets Inc. to Integral Wealth Managementleft Apr 3, 2009, registered Mar 13, 2009 (-21 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Citigroup Global Markets Inc.left Oct 19, 2005, registered Oct 18, 2005 (-1 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address