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 Butler
Feed of 09/14/2026
Also filed as Billy Butler
At current firm
3 y
since Aug 14, 2023
In the industry
10 y
since Jun 1, 2016 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
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
- J.P. Morgan Securities LLC wirehouse currentsince Aug 14, 2023 · Southaven, Ms
- Cetera Investment Advisers LLC BD affiliatedAug 10, 2022 to Jun 29, 2023 · Covington, La
- Hancock Whitney Investment Services Inc. independent RIAFeb 15, 2022 to Aug 10, 2022 · Covington, La
- Hancock Whitney Investment Services Inc. independent RIADec 14, 2020 to Sep 28, 2021 · Covington, La
- Securian Financial Services, Inc. formerNov 13, 2019 to Dec 9, 2020 · Metairie, La
Moves
a registration end followed by a registration begin elsewhere
- Cetera Investment Advisers LLC to J.P. Morgan Securities LLCleft Jun 29, 2023, registered Aug 14, 2023 (46 days) · Affiliated broker-dealer or bank to wirehouse
- Hancock Whitney Investment Services Inc. to Cetera Investment Advisers LLCleft Aug 10, 2022, registered Aug 10, 2022 (0 days) · corporate re-registration, not a move
- Securian Financial Services, Inc. to Hancock Whitney Investment Services Inc.left Dec 9, 2020, registered Dec 14, 2020 (5 days) · Affiliated broker-dealer or bank to another
Signals
- William Butler left Cetera Investment Advisers Llc for J.P. Morgan Securities Llc (registered 2023-08-14)Jun 29, 2023 · 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
- Wirehousederived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address