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
Leonard Williams Barry
Certified Financial Planner
Feed of 09/14/2026
At current firm
13 y
since Sep 9, 2013
In the industry
20 y
since Jan 19, 2006 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Yahara Wealth Management LLC independent RIA currentsince Sep 9, 2013 · Madison, Wi
- Wisconsin Capital Management, LLC independent RIAJun 12, 2012 to Sep 9, 2013 · Madison, Wi
- Sva Wealth Management, LLC formerDec 20, 2011 to Sep 9, 2013 · Madison, Wi
- Sva Wealth Management, Inc. unclassifiedApr 18, 2006 to Feb 8, 2012 · Madison, Wi
- Cuna Brokerage Services, Inc. formerJan 20, 2006 to Mar 27, 2006 · Madison, Wi
Moves
a registration end followed by a registration begin elsewhere
- Wisconsin Capital Management, LLC to Yahara Wealth Management LLCleft Sep 9, 2013, registered Sep 9, 2013 (0 days) · Other
- Sva Wealth Management, LLC to Wisconsin Capital Management, LLCleft Sep 9, 2013, registered Jun 12, 2012 (-454 days) · Other
- Sva Wealth Management, Inc. to Sva Wealth Management, LLCleft Feb 8, 2012, registered Dec 20, 2011 (-50 days) · Other
- Cuna Brokerage Services, Inc. to Sva Wealth Management, Inc.left Mar 27, 2006, registered Apr 18, 2006 (22 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