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 Lee Mehserle
Certified Financial Planner
Feed of 09/14/2026
Also filed as William Lee Mehserle
At current firm
0 y
since Jul 10, 2026
In the industry
12 y
since Dec 13, 2013 (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
1
dated events on this person
Registration history
IAPD current and previous registrations
- PFS Signature Wealth no RAUM currentsince Jul 10, 2026 · Tampa, Fl
- Independent Financial Partners BD affiliatedAug 22, 2022 to Jun 26, 2026 · Tampa, Fl
- Homrich Berg formerJun 17, 2021 to Aug 31, 2021 · Atlanta, Ga
- Fourthought Private Wealth formerMay 7, 2020 to Apr 29, 2021 · Venice, Fl
- Wells Fargo Advisors wirehouseJul 15, 2016 to Feb 18, 2020 · Venice, Fl
- Wells Fargo Advisors wirehouseDec 18, 2013 to Jul 15, 2016 · Venice, Fl
Moves
a registration end followed by a registration begin elsewhere
- Independent Financial Partners to PFS Signature Wealthleft Jun 26, 2026, registered Jul 10, 2026 (14 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Homrich Berg to Independent Financial Partnersleft Aug 31, 2021, registered Aug 22, 2022 (356 days) · RIA to affiliated broker-dealer or bank
- Fourthought Private Wealth to Homrich Bergleft Apr 29, 2021, registered Jun 17, 2021 (49 days) · RIA to RIA
- Wells Fargo Advisors to Fourthought Private Wealthleft Feb 18, 2020, registered May 7, 2020 (79 days) · Wirehouse to independent RIA
- Wells Fargo Advisors to Wells Fargo Advisorsleft Jul 15, 2016, registered Jul 15, 2016 (0 days) · channel change inside one enterprise, not a move · moved with a team
Signals
- William Lee Mehserle left Independent Financial Partners for Pfs Signature Wealth (registered 2026-07-10)Jun 26, 2026 · 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
- No RAUM reportedderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address