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

Timothy Byron Davis

Wells Fargo AdvisorswirehouseHonolulu, Hidual registrantIAPD 4784538

Feed of 09/14/2026

At current firm

0 y

since Jul 6, 2026

In the industry

22 y

since Aug 12, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wells Fargo Advisors wirehouse current
since Jul 6, 2026 · Honolulu, Hi
Cetera Investment Advisers LLC BD affiliated
Jul 8, 2025 to Jun 30, 2026 · Honolulu, Hi
Ima Advisory Services, Inc. mixed wealth
May 28, 2024 to Apr 28, 2025 · Denver, Co
E*Trade Capital Management, LLC former
Feb 27, 2018 to Aug 14, 2023 · Sandy, Ut
E*Trade Capital Management, LLC former
Jan 20, 2015 to Jan 20, 2017 · Sandy, Ut
Morgan Stanley wirehouse
Mar 4, 2010 to Aug 20, 2014 · South Jordan, Ut
Morgan Stanley wirehouse
Jun 1, 2009 to Jan 19, 2010 · Honolulu, Hi
Morgan Stanley & Co. LLC unclassified
Dec 22, 2008 to Jun 1, 2009 · Honolulu, Hi
Charles Schwab & Co., Inc. national BD
Aug 23, 2007 to Dec 18, 2008 · Honolulu, Hi
Strategic Advisers LLC national BD
Aug 11, 2006 to Jul 3, 2007 · Salt Lake City, Ut

Moves

a registration end followed by a registration begin elsewhere

Cetera Investment Advisers LLC to Wells Fargo Advisors
left Jun 30, 2026, registered Jul 6, 2026 (6 days) · Affiliated broker-dealer or bank to wirehouse
Ima Advisory Services, Inc. to Cetera Investment Advisers LLC
left Apr 28, 2025, registered Jul 8, 2025 (71 days) · RIA to affiliated broker-dealer or bank
E*Trade Capital Management, LLC to Ima Advisory Services, Inc.
left Aug 14, 2023, registered May 28, 2024 (288 days) · RIA to RIA
Morgan Stanley to E*Trade Capital Management, LLC
left Aug 20, 2014, registered Jan 20, 2015 (153 days) · Other
Morgan Stanley & Co. LLC to Morgan Stanley
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Charles Schwab & Co., Inc. to Morgan Stanley & Co. LLC
left Dec 18, 2008, registered Dec 22, 2008 (4 days) · Other
Strategic Advisers LLC to Charles Schwab & Co., Inc.
left Jul 3, 2007, registered Aug 23, 2007 (51 days) · Affiliated broker-dealer or bank to another

Signals

Timothy Byron Davis left Cetera Investment Advisers Llc for Wells Fargo Advisors (registered 2026-07-06)
Jun 30, 2026 · Advisor changed firm · fact
Timothy Byron Davis left Ima Advisory Services, Inc. for Cetera Investment Advisers Llc (registered 2025-07-08)
Apr 28, 2025 · Advisor changed firm · fact
Timothy Byron Davis left E*Trade Capital Management, Llc for Ima Advisory Services, Inc. (registered 2024-05-28)
Aug 14, 2023 · Advisor changed firm · 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: Wirehousederived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address