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
Derrick Malcolm Wilson
Feed of 09/14/2026
Also filed as Derrick Malcolm Wilson
At current firm
0 y
since Apr 13, 2026
In the industry
15 y
since Jul 17, 2011 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
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
- Edelman Financial Engines independent RIA currentsince Apr 13, 2026 · Williamstown, Nj
- Esi Financial Advisors independent RIAJan 22, 2020 to Dec 31, 2025 · Media, Pa
- Selective Financial Solutions Limited Liability Company unclassifiedFeb 22, 2019 to Oct 31, 2019 · Philadelphia, Pa
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJul 20, 2011 to Mar 10, 2014 · Pennington, Nj
Moves
a registration end followed by a registration begin elsewhere
- Esi Financial Advisors to Edelman Financial Enginesleft Dec 31, 2025, registered Apr 13, 2026 (103 days) · RIA to RIA
- Selective Financial Solutions Limited Liability Company to Esi Financial Advisorsleft Oct 31, 2019, registered Jan 22, 2020 (83 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Selective Financial Solutions Limited Liability Companyleft Mar 10, 2014, registered Feb 22, 2019 (1810 days) · Other
Signals
- Derrick Malcolm Wilson left Esi Financial Advisors for Edelman Financial Engines (registered 2026-04-13)Dec 31, 2025 · 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address