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 F. Lauber
Feed of 09/14/2026
Also filed as Will Lauber
At current firm
7 y
since Mar 28, 2019
In the industry
21 y
since Nov 1, 2004 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
3
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
- Visionary Wealth Advisors, LLC independent RIA currentsince Mar 28, 2019 · St. Louis, Mo
- Sterling Capital Management formerDec 1, 2005 to Mar 28, 2019 · St. Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Sterling Capital Management to Visionary Wealth Advisors, LLCleft Mar 28, 2019, registered Mar 28, 2019 (0 days) · RIA to RIA · moved with a team
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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address