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
Wil Smith
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
At current firm
10 y
since May 12, 2016
In the industry
20 y
since Nov 9, 2005 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
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
- Cooper Mcmanus independent RIA currentsince May 12, 2016 · Irvine, Ca
- Crown Wealth Management, Inc. unclassifiedMay 23, 2013 to May 12, 2016 · Costa Mesa, Ca
- LPL Financial LLC BD affiliatedSep 20, 2010 to Jun 3, 2013 · Huntington Beach, Ca
- Signator Investors, Inc. formerMar 26, 2009 to Sep 22, 2010 · Irvine, Ca
- A. G. Edwards & Sons, Inc. unclassifiedJan 22, 2007 to Dec 21, 2007 · San Juan Capistrano, Ca
- Waddell & Reed formerNov 11, 2005 to Jan 24, 2007 · Brea, Ca
Moves
a registration end followed by a registration begin elsewhere
- Crown Wealth Management, Inc. to Cooper Mcmanusleft May 12, 2016, registered May 12, 2016 (0 days) · Other
- LPL Financial LLC to Crown Wealth Management, Inc.left Jun 3, 2013, registered May 23, 2013 (-11 days) · Other
- Signator Investors, Inc. to LPL Financial LLCleft Sep 22, 2010, registered Sep 20, 2010 (-2 days) · Other
- A. G. Edwards & Sons, Inc. to Signator Investors, Inc.left Dec 21, 2007, registered Mar 26, 2009 (461 days) · Other
- Waddell & Reed to A. G. Edwards & Sons, Inc.left Jan 24, 2007, registered Jan 22, 2007 (-2 days) · Other
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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address