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 Mitchell Zerillo

Oasis Advisorsindependent RIALititz, Pa IA-onlyIAPD 7133139

Feed of 09/15/2026

Also filed as Billy Mitchell Zerillo

At current firm

1 y

since May 27, 2025

In the industry

20 y

since Aug 1, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Oasis Advisors independent RIA current
since May 27, 2025 · Forest City, Ia
Terra Wealth independent RIA
Sep 9, 2022 to Apr 23, 2025 · Manchester, Pa
Primerica Advisors national BD
Sep 24, 2021 to Sep 13, 2022 · Manchester, Pa

Moves

a registration end followed by a registration begin elsewhere

Terra Wealth to Oasis Advisors
left Apr 23, 2025, registered May 27, 2025 (34 days) · RIA to a newly registered adviser
Primerica Advisors to Terra Wealth
left Sep 13, 2022, registered Sep 9, 2022 (-4 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team

Signals

William Mitchell Zerillo left Terra Wealth for Oasis Advisors (registered 2025-05-27)
Apr 23, 2025 · Advisor changed firm · fact
William Mitchell Zerillo left Primerica Advisors for Terra Wealth (registered 2022-09-09)
Sep 13, 2022 · 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: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address