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 Bernard Albair
Feed of 09/14/2026
Also filed as William Albair
At current firm
4 y
since Aug 15, 2022
In the industry
21 y
since Apr 29, 2005 (earliest exam, job or registration)
Prior registered firms
3
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
- Universal Financial Advisors, LLC independent RIA currentsince Aug 15, 2022 · St. Louis, Mo
- Pfg Advisors independent RIAJan 3, 2022 to Aug 18, 2022 · St. Louis, Mo
- Beam Wealth Advisors, Inc. independent RIAMar 9, 2015 to Dec 15, 2021 · Saint Louis, Mo
- Universal Financial Planning Consultants, Inc. formerJun 14, 2005 to Dec 31, 2015 · St. Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Pfg Advisors to Universal Financial Advisors, LLCleft Aug 18, 2022, registered Aug 15, 2022 (-3 days) · RIA to a newly registered adviser · moved with a team
- Beam Wealth Advisors, Inc. to Pfg Advisorsleft Dec 15, 2021, registered Jan 3, 2022 (19 days) · RIA to RIA · moved with a team
- Universal Financial Planning Consultants, Inc. to Beam Wealth Advisors, Inc.left Dec 31, 2015, registered Mar 9, 2015 (-297 days) · Other · moved with a team
Signals
- William Bernard Albair left Pfg Advisors for Universal Financial Advisors, Llc (registered 2022-08-15)Aug 18, 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
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address