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
William G Abrams
Feed of 09/15/2026
Also filed as Billy Goodnow Abrams
At current firm
2 y
since Apr 18, 2024
In the industry
11 y
since Apr 1, 2015 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- J.P. Morgan Securities LLC wirehouse currentsince Apr 18, 2024 · Wilson, Wy
- J.P. Morgan Private Wealth Advisors LLC formerAug 14, 2019 to Mar 19, 2025 · San Francisco, Ca
- Fisher Investments independent RIAJul 24, 2017 to Dec 21, 2018 · Plano, Tx
Moves
a registration end followed by a registration begin elsewhere
- J.P. Morgan Private Wealth Advisors LLC to J.P. Morgan Securities LLCleft Mar 19, 2025, registered Apr 18, 2024 (-335 days) · corporate re-registration, not a move
- Fisher Investments to J.P. Morgan Private Wealth Advisors LLCleft Dec 21, 2018, registered Aug 14, 2019 (236 days) · RIA to affiliated broker-dealer or bank
Signals
No dated event on this person.
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
- Wirehousederived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address