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 Cory Archibald

Maripau Wealth Management LLCindependent RIAFort Wayne, In IA-onlyIAPD 5272767

Feed of 09/15/2026

Also filed as Cory Archibald

At current firm

0 y

since Mar 16, 2026

In the industry

19 y

since May 9, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Maripau Wealth Management LLC independent RIA current
since Mar 16, 2026 · Fort Wayne, In
Aprio Wealth Management, LLC independent RIA
Dec 6, 2023 to Nov 14, 2025 · Atlanta, Ga
Taverik Capital, LLC mixed wealth
Mar 23, 2023 to Nov 21, 2023 · Greenville, Sc
Edelman Financial Engines independent RIA
Sep 23, 2019 to Feb 15, 2023 · Atlanta, Ga
Charles Schwab & Co., Inc. national BD
Mar 6, 2013 to Aug 29, 2019 · Tucson, Az
Usaa Financial Planning Services former
May 25, 2010 to Feb 20, 2013 · Phoenix, Az
Edward Jones national BD
May 11, 2007 to Apr 9, 2010 · St Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

Aprio Wealth Management, LLC to Maripau Wealth Management LLC
left Nov 14, 2025, registered Mar 16, 2026 (122 days) · RIA to RIA
Taverik Capital, LLC to Aprio Wealth Management, LLC
left Nov 21, 2023, registered Dec 6, 2023 (15 days) · Other
Edelman Financial Engines to Taverik Capital, LLC
left Feb 15, 2023, registered Mar 23, 2023 (36 days) · Other
Charles Schwab & Co., Inc. to Edelman Financial Engines
left Aug 29, 2019, registered Sep 23, 2019 (25 days) · Affiliated broker-dealer or bank to independent RIA
Usaa Financial Planning Services to Charles Schwab & Co., Inc.
left Feb 20, 2013, registered Mar 6, 2013 (14 days) · Other
Edward Jones to Usaa Financial Planning Services
left Apr 9, 2010, registered May 25, 2010 (46 days) · Affiliated broker-dealer or bank to a newly registered adviser

Signals

William Cory Archibald left Aprio Wealth Management, Llc for Maripau Wealth Management Llc (registered 2026-03-16)
Nov 14, 2025 · Advisor changed firm · fact
William Cory Archibald left Taverik Capital, Llc for Aprio Wealth Management, Llc (registered 2023-12-06)
Nov 21, 2023 · Advisor changed firm · fact
William Cory Archibald left Edelman Financial Engines for Taverik Capital, Llc (registered 2023-03-23)
Feb 15, 2023 · 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: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address