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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

T••••• B•••••• W••••

C••••••••• A•••••state registeredMadison, MsIA-onlyIAPD 5557118

Certified Financial Planner · Chartered Financial Analyst

Feed of 09/14/2026

At current firm

3 y

since Aug 18, 2023

In the industry

17 y

since Feb 12, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/travis-woods-b8329a21reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

C••••••••• A••••• state registered current
since Aug 18, 2023 · Madison, Ms
M•••• F••••••• I••• former
Oct 11, 2022 to Dec 31, 2023 · Birmingham, Al
E•• A••••••• former
Jan 9, 2014 to Jan 17, 2023 · Jackson, Ms
C• P••••••• C••• independent RIA
Feb 4, 2011 to Apr 1, 2014 · Portland, Or
S••••••• G•••• C•••••• unclassified
Feb 13, 2009 to Mar 31, 2009 · Jackson, Ms

Moves

a registration end followed by a registration begin elsewhere

M•••• F••••••• I••• to C••••••••• A•••••
left Dec 31, 2023, registered Aug 18, 2023 (-135 days) · Other
E•• A••••••• to M•••• F••••••• I•••
left Jan 17, 2023, registered Oct 11, 2022 (-98 days) · RIA to a newly registered adviser
C• P••••••• C••• to E•• A•••••••
left Apr 1, 2014, registered Jan 9, 2014 (-82 days) · Other
S••••••• G•••• C•••••• to C• P••••••• C•••
left Mar 31, 2009, registered Feb 4, 2011 (675 days) · Other

Signals

T••••• B•••••• W•••• left M•••• F••••••• I••• for C••••••••• A••••• (registered 2023-08-18)
Dec 31, 2023 · Advisor changed firm · fact
T••••• B•••••• W•••• left E•• A••••••• for M•••• F••••••• I••• (registered 2022-10-11)
Jan 17, 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: STATE REGISTEREDderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address