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
Terry Warren Edwards
Feed of 09/15/2026
At current firm
8 y
since Oct 13, 2017
In the industry
22 y
since Jul 23, 2004 (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
- Womack Wealth Management, Inc. independent RIA currentsince Oct 13, 2017 · Albuquerque, Nm
- Ameriprise Financial Services, LLC national BDSep 4, 2009 to Oct 16, 2017 · Albuquerque, Nm
- Morgan Stanley wirehouseJun 1, 2009 to Sep 8, 2009 · Albuquerque, Nm
- Morgan Stanley & Co. LLC unclassifiedApr 2, 2007 to Jun 1, 2009 · Albuquerque, Nm
- Morgan Stanley Dw Inc. unclassifiedJul 26, 2004 to Apr 2, 2007 · Albuquerque, Nm
Moves
a registration end followed by a registration begin elsewhere
- Ameriprise Financial Services, LLC to Womack Wealth Management, Inc.left Oct 16, 2017, registered Oct 13, 2017 (-3 days) · Other
- Morgan Stanley to Ameriprise Financial Services, LLCleft Sep 8, 2009, registered Sep 4, 2009 (-4 days) · Wirehouse to affiliated broker-dealer or bank
- Morgan Stanley & Co. LLC to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLCleft Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
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