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
George Franklin Wells
Feed of 09/14/2026
At current firm
0 y
since Jan 7, 2026
In the industry
31 y
since Aug 1, 1995 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Wealth Watch Advisors, Inc independent RIA currentsince Jan 7, 2026 · Clarkston, Mi
- Wealth Watch Advisors, Inc independent RIAMay 21, 2024 to Aug 14, 2025 · Englewood, Co
- Cirrus Capital LLC independent RIAMay 16, 2022 to Nov 3, 2023 · Bloomfield Hills, Mi
- Fundteq unclassifiedDec 18, 2015 to Mar 8, 2024 · Clarkston, Mi
- Versaille Capital Advisors, LLC unclassifiedMar 29, 2011 to Nov 15, 2024 · Clarkston, Mi
- Brookstone Capital Management LLC independent RIAJan 15, 2009 to Jun 2, 2011 · Auburn Hills, Mi
- Brookstone Capital Management LLC independent RIAJul 30, 2007 to Feb 29, 2008 · Auburn Hills, Mi
Moves
a registration end followed by a registration begin elsewhere
- Versaille Capital Advisors, LLC to Fundteqleft Nov 15, 2024, registered Dec 18, 2015 (-3255 days) · Other
- Fundteq to Cirrus Capital LLCleft Mar 8, 2024, registered May 16, 2022 (-662 days) · Other
- Cirrus Capital LLC to Wealth Watch Advisors, Incleft Nov 3, 2023, registered May 21, 2024 (200 days) · RIA to RIA
- Brookstone Capital Management LLC to Versaille Capital Advisors, LLCleft Jun 2, 2011, registered Mar 29, 2011 (-65 days) · Other
Signals
- George Franklin Wells left Versaille Capital Advisors, Llc for Fundteq (registered 2015-12-18)Nov 15, 2024 · Advisor changed firm · fact
- George Franklin Wells left Fundteq for Cirrus Capital Llc (registered 2022-05-16)Mar 8, 2024 · Advisor changed firm · fact
- George Franklin Wells left Cirrus Capital Llc for Wealth Watch Advisors, Inc (registered 2024-05-21)Nov 3, 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
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address