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

Robert Wayne Willsey

Archer Investment Corporationindependent RIAIndianapolis, InIA-onlyIAPD 733374

Feed of 09/14/2026

Also filed as Bob Willsey

At current firm

2 y

since May 13, 2024

In the industry

29 y

since May 28, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Archer Investment Corporation independent RIA current
since May 13, 2024 · Indianapolis, In
Bison Creek Advisors unclassified
Nov 4, 2015 to Dec 16, 2024 · Indianapolis, In
Austin Financial Strategies, Inc. state registered
Feb 1, 2013 to Nov 17, 2015 · Indianapolis, In
Creative Financial Designs, Inc. BD affiliated
Oct 20, 2010 to Jul 1, 2011 · Indianapolis, In
Pnc Wealth Management BD affiliated
Nov 13, 2009 to Sep 13, 2010 · Indianapolis, In
Natcity Investments, Inc. unclassified
Nov 3, 2008 to Nov 13, 2009 · Indianapolis, In
Spc BD affiliated
Jun 5, 2008 to Oct 31, 2008 · Indianapolis, In
Creative Financial Designs, Inc. BD affiliated
Jan 19, 2007 to Jun 4, 2008 · Kokomo, In
Charles Schwab & Co., Inc. national BD
Nov 15, 2005 to Oct 16, 2006 · Fishers (Indianapolis), In
Concourse Financial Group Advisors former
Apr 18, 2005 to Nov 25, 2005 · Indianapolis, In
Spc BD affiliated
Jul 2, 2004 to Apr 7, 2005 · Indianapolis, In

Moves

a registration end followed by a registration begin elsewhere

Bison Creek Advisors to Archer Investment Corporation
left Dec 16, 2024, registered May 13, 2024 (-217 days) · Other
Austin Financial Strategies, Inc. to Bison Creek Advisors
left Nov 17, 2015, registered Nov 4, 2015 (-13 days) · Other
Creative Financial Designs, Inc. to Austin Financial Strategies, Inc.
left Jul 1, 2011, registered Feb 1, 2013 (581 days) · Other
Pnc Wealth Management to Creative Financial Designs, Inc.
left Sep 13, 2010, registered Oct 20, 2010 (37 days) · Other
Natcity Investments, Inc. to Pnc Wealth Management
left Nov 13, 2009, registered Nov 13, 2009 (0 days) · corporate re-registration, not a move
Spc to Natcity Investments, Inc.
left Oct 31, 2008, registered Nov 3, 2008 (3 days) · Other
Creative Financial Designs, Inc. to Spc
left Jun 4, 2008, registered Jun 5, 2008 (1 days) · Other
Charles Schwab & Co., Inc. to Creative Financial Designs, Inc.
left Oct 16, 2006, registered Jan 19, 2007 (95 days) · Other
Concourse Financial Group Advisors to Charles Schwab & Co., Inc.
left Nov 25, 2005, registered Nov 15, 2005 (-10 days) · Other
Spc to Concourse Financial Group Advisors
left Apr 7, 2005, registered Apr 18, 2005 (11 days) · Other

Signals

Robert Wayne Willsey left Bison Creek Advisors for Archer Investment Corporation (registered 2024-05-13)
Dec 16, 2024 · 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: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address