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 Byrd King
Feed of 09/14/2026
Also filed as William Byrd King
At current firm
0 y
since Sep 2, 2026
In the industry
21 y
since Jan 1, 2005 (earliest exam, job or registration)
Prior registered firms
5
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cetera Investment Advisers LLC BD affiliated currentsince Sep 2, 2026 · Louisville, Ky
- Truist Advisory Services, Inc. BD affiliatedFeb 17, 2021 to Sep 8, 2026 · Atlanta, Ga
- Bb&T Securities, LLC formerJan 2, 2018 to Feb 17, 2021 · Charlotte, Nc
- Bb&T Investment Services, Inc. formerSep 10, 2015 to Jan 2, 2018 · Charlotte, Nc
- Edward Jones national BDDec 16, 2013 to Sep 1, 2015 · St Louis, Mo
- Ameriprise Financial Services, LLC national BDJan 1, 2005 to Mar 11, 2005 · Rosemont, Il
Moves
a registration end followed by a registration begin elsewhere
- Truist Advisory Services, Inc. to Cetera Investment Advisers LLCleft Sep 8, 2026, registered Sep 2, 2026 (-6 days) · Affiliated broker-dealer or bank to another
- Bb&T Securities, LLC to Truist Advisory Services, Inc.left Feb 17, 2021, registered Feb 17, 2021 (0 days) · corporate re-registration, not a move
- Bb&T Investment Services, Inc. to Bb&T Securities, LLCleft Jan 2, 2018, registered Jan 2, 2018 (0 days) · corporate re-registration, not a move
- Edward Jones to Bb&T Investment Services, Inc.left Sep 1, 2015, registered Sep 10, 2015 (9 days) · Affiliated broker-dealer or bank to a newly registered adviser
- Ameriprise Financial Services, LLC to Edward Jonesleft Mar 11, 2005, registered Dec 16, 2013 (3202 days) · Affiliated broker-dealer or bank to another
Signals
- William Byrd King left Truist Advisory Services, Inc. for Cetera Investment Advisers Llc (registered 2026-09-02)Sep 8, 2026 · 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address