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Registered advisor
W•••••• E••••• D••••
Feed of 09/14/2026
Also filed as Will Davis
At current firm
2 y
since Jul 17, 2024
In the industry
22 y
since Aug 26, 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
S63, S65, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince Jul 17, 2024 · Augusta, Ga
- M••••• S•••••• wirehouseOct 16, 2020 to Jul 26, 2024 · Augusta, Ga
- E••••• J•••• national BDAug 25, 2014 to Oct 20, 2020 · Evans, Ga
- S••••••• I••••••••• S•••••••• I••• formerAug 8, 2006 to Sep 18, 2007 · Martinez, Ga
- C•••••••• G••••• M•••••• I••• BD affiliatedSep 22, 2004 to Aug 10, 2006 · Augusta, Ga
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• to L•• F•••••••• L••left Jul 26, 2024, registered Jul 17, 2024 (-9 days) · Wirehouse to affiliated broker-dealer or bank
- E••••• J•••• to M••••• S••••••left Oct 20, 2020, registered Oct 16, 2020 (-4 days) · Affiliated broker-dealer or bank to wirehouse
- S••••••• I••••••••• S•••••••• I••• to E••••• J••••left Sep 18, 2007, registered Aug 25, 2014 (2533 days) · Other
- C•••••••• G••••• M•••••• I••• to S••••••• I••••••••• S•••••••• I•••left Aug 10, 2006, registered Aug 8, 2006 (-2 days) · Other
Signals
- W•••••• E••••• D•••• left M••••• S•••••• for L•• F•••••••• L•• (registered 2024-07-17)Jul 26, 2024 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address