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

W•••••• R• P•••••

E••••• J••••national BDManistee, Midual registrantIAPD 6695792

Feed of 09/14/2026

Also filed as William Ross Postma

At current firm

1 y

since Jul 3, 2025

In the industry

12 y

since Jan 1, 2014 (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

E••••• J•••• national BD current
since Jul 3, 2025 · Manistee, Mi
C••• L•• BD affiliated
May 18, 2020 to Jul 7, 2025 · Grand Rapids, Mi
T• A••••••••• I••••••••• M••••••••• L•• former
Jun 21, 2018 to May 19, 2020 · Grandville, Mi
T• A••••••••• I••• former
Jun 21, 2018 to May 19, 2020 · Grand Rapids, Mi
E••••• J•••• national BD
Jul 7, 2017 to Apr 26, 2018 · Grand Rapids, Mi

Moves

a registration end followed by a registration begin elsewhere

C••• L•• to E••••• J••••
left Jul 7, 2025, registered Jul 3, 2025 (-4 days) · Affiliated broker-dealer or bank to another
T• A••••••••• I••••••••• M••••••••• L•• to C••• L••
left May 19, 2020, registered May 18, 2020 (-1 days) · RIA to affiliated broker-dealer or bank
T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left May 19, 2020, registered Jun 21, 2018 (-698 days) · channel change inside one enterprise, not a move
E••••• J•••• to T• A••••••••• I•••
left Apr 26, 2018, registered Jun 21, 2018 (56 days) · Other

Signals

W•••••• R• P••••• left C••• L•• for E••••• J•••• (registered 2025-07-03)
Jul 7, 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: National broker-dealer RIAderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address