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.

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Registered advisor

T••••• L••• W•••••••••

C•••••• A••••••• L••asset managerColumbus, Ohdual registrantIAPD 4916536

Feed of 09/14/2026

Also filed as Thomas L Williamson

At current firm

0 y

since Sep 11, 2026

In the industry

19 y

since Jun 23, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C•••••• A••••••• L•• asset manager current
since Sep 11, 2026 · Columbus, Oh
M•••••• I••••••••• A•••••••• L•• mixed wealth
Apr 30, 2025 to Jun 3, 2026 · M••••••, Wi
B•• A•••• M••••••••• C•••• other
Apr 21, 2021 to Feb 4, 2022 · Columbus, Oh
M••••• H••••• I••••••••• I•• mixed wealth
Apr 8, 2014 to Mar 1, 2017 · Kingston, Ny
N••••• A•••• M••••••••• L•• mixed wealth
Sep 1, 2011 to Jan 27, 2014 · Chicago, Il
N••••• F••• A•••••••• L•• asset manager
Jun 27, 2007 to Sep 1, 2011 · Chicago, Il

Moves

a registration end followed by a registration begin elsewhere

M•••••• I••••••••• A•••••••• L•• to C•••••• A••••••• L••
left Jun 3, 2026, registered Sep 11, 2026 (100 days) · Other
B•• A•••• M••••••••• C•••• to M•••••• I••••••••• A•••••••• L••
left Feb 4, 2022, registered Apr 30, 2025 (1181 days) · Other
M••••• H••••• I••••••••• I•• to B•• A•••• M••••••••• C••••
left Mar 1, 2017, registered Apr 21, 2021 (1512 days) · Other
N••••• A•••• M••••••••• L•• to M••••• H••••• I••••••••• I••
left Jan 27, 2014, registered Apr 8, 2014 (71 days) · Other
N••••• F••• A•••••••• L•• to N••••• A•••• M••••••••• L••
left Sep 1, 2011, registered Sep 1, 2011 (0 days) · corporate re-registration, not a move

Signals

T••••• L••• W••••••••• left M•••••• I••••••••• A•••••••• L•• for C•••••• A••••••• L•• (registered 2026-09-11)
Jun 3, 2026 · Advisor changed firm · fact
T••••• L••• W••••••••• left B•• A•••• M••••••••• C•••• for M•••••• I••••••••• A•••••••• L•• (registered 2025-04-30)
Feb 4, 2022 · 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: Asset manager (funds and pooled vehicles)derived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address