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

A•••••• W•••••

A••••••••• F•••••••• S•••••••• L••national BDCharlottesville, Va dual registrantIAPD 6817078

Certified Financial Planner

Feed of 09/14/2026

Also filed as Abbie Martin Ball

At current firm

1 y

since Dec 12, 2024

In the industry

13 y

since Jun 1, 2013 (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

A••••••••• F•••••••• S•••••••• L•• national BD current
since Dec 12, 2024 · Hanahan, Sc
I••••••••• A•••••• A•••••••• L•• i••••••••• wealth
May 29, 2024 to Dec 12, 2024 · Columbia, Sc
A••••••••• F•••••••• S•••••••• L•• national BD
Jun 29, 2020 to May 30, 2024 · Mt. Pleasant, Sc
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jul 9, 2019 to Jul 2, 2020 · Mount Pleasant, Sc

Moves

a registration end followed by a registration begin elsewhere

I••••••••• A•••••• A•••••••• L•• to A••••••••• F•••••••• S•••••••• L••
left Dec 12, 2024, registered Dec 12, 2024 (0 days) · RIA to affiliated broker-dealer or bank
A••••••••• F•••••••• S•••••••• L•• to I••••••••• A•••••• A•••••••• L••
left May 30, 2024, registered May 29, 2024 (-1 days) · Affiliated broker-dealer or bank to independent RIA
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to A••••••••• F•••••••• S•••••••• L••
left Jul 2, 2020, registered Jun 29, 2020 (-3 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team

Signals

A•••••• W••••• left I••••••••• A•••••• A•••••••• L•• for A••••••••• F•••••••• S•••••••• L•• (registered 2024-12-12)
Dec 12, 2024 · a•••••• firm change · fact
A•••••• W••••• left A••••••••• F•••••••• S•••••••• L•• for I••••••••• A•••••• A•••••••• L•• (registered 2024-05-29)
May 30, 2024 · a•••••• firm change · 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: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address