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••••• J••• W••••••

F•• W••••• M••••••••• L••BD affiliatedWest Des Moines, Iadual registrantIAPD 5726430

Feed of 09/14/2026

Also filed as Toby Jude Wilhelm

At current firm

3 y

since Feb 24, 2023

In the industry

16 y

since Mar 18, 2010 (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

F•• W••••• M••••••••• L•• BD affiliated current
since Feb 24, 2023 · West Des Moines, Ia
F•• S••••••••• C••••••••• former
Mar 3, 2022 to Jun 30, 2022 · Atlanta, Ga
A••••••• F•••••••• A•••••••• L•• BD affiliated
May 5, 2020 to Jun 10, 2021 · Rapid City, Sd
U••• I••••••••• S••••••• C•••••• no RAUM
Jan 8, 2018 to Feb 24, 2020 · San Antonio, Tx
U••• F•••••••• P••••••• S••••••• former
Dec 16, 2011 to Jan 8, 2018 · Colorado Springs, Co
U••• I••••••••• S••••••• C•••••• no RAUM
Jul 6, 2011 to Dec 21, 2011 · Colorado Springs, Co
E••••• J•••• national BD
Mar 19, 2010 to Apr 13, 2010 · St Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

F•• S••••••••• C••••••••• to F•• W••••• M••••••••• L••
left Jun 30, 2022, registered Feb 24, 2023 (239 days) · Affiliated broker-dealer or bank to another
A••••••• F•••••••• A•••••••• L•• to F•• S••••••••• C•••••••••
left Jun 10, 2021, registered Mar 3, 2022 (266 days) · Affiliated broker-dealer or bank to another
U••• I••••••••• S••••••• C•••••• to A••••••• F•••••••• A•••••••• L••
left Feb 24, 2020, registered May 5, 2020 (71 days) · Affiliated broker-dealer or bank to another
U••• F•••••••• P••••••• S••••••• to U••• I••••••••• S••••••• C••••••
left Jan 8, 2018, registered Jan 8, 2018 (0 days) · corporate re-registration, not a move
U••• I••••••••• S••••••• C•••••• to U••• F•••••••• P••••••• S•••••••
left Dec 21, 2011, registered Dec 16, 2011 (-5 days) · channel change inside one enterprise, not a move
E••••• J•••• to U••• I••••••••• S••••••• C••••••
left Apr 13, 2010, registered Jul 6, 2011 (449 days) · Other

Signals

T••••• J••• W•••••• left F•• S••••••••• C••••••••• for F•• W••••• M••••••••• L•• (registered 2023-02-24)
Jun 30, 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: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address