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 Fraser Laird
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/15/2026
Also filed as William Fraser Laird
At current firm
2 y
since Oct 17, 2023
In the industry
19 y
since Jun 20, 2007 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Newedge Advisors BD affiliated currentsince Oct 17, 2023 · New Orleans, La
- Forvis Mazars Wealth Advisors, LLC independent RIAJun 16, 2022 to Oct 16, 2023 · Springfield, Mo
- Dixon Hughes Goodman Wealth Advisors LLC formerJan 25, 2017 to Aug 24, 2022 · Jacksonville, Fl
- Dixon Hughes Goodman Wealth Advisors LLC formerAug 21, 2009 to Dec 31, 2016 · Jacksonville, Fl
- Raymond James & Associates, Inc. national BDDec 19, 2007 to Aug 17, 2009 · Jacksonville, Fl
Moves
a registration end followed by a registration begin elsewhere
- Forvis Mazars Wealth Advisors, LLC to Newedge Advisorsleft Oct 16, 2023, registered Oct 17, 2023 (1 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Dixon Hughes Goodman Wealth Advisors LLC to Forvis Mazars Wealth Advisors, LLCleft Aug 24, 2022, registered Jun 16, 2022 (-69 days) · RIA to RIA · moved with a team
- Raymond James & Associates, Inc. to Dixon Hughes Goodman Wealth Advisors LLCleft Aug 17, 2009, registered Aug 21, 2009 (4 days) · Other
Signals
- William Fraser Laird left Forvis Mazars Wealth Advisors, Llc for Newedge Advisors (registered 2023-10-17)Oct 16, 2023 · Advisor changed firm · fact
- William Fraser Laird left Dixon Hughes Goodman Wealth Advisors Llc for Forvis Mazars Wealth Advisors, Llc (registered 2022-06-16)Aug 24, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address