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 Joseph Tison
Feed of 09/14/2026
Also filed as Joe Tison
At current firm
0 y
since Mar 25, 2026
In the industry
11 y
since Mar 1, 2015 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Integrated Wealth Concepts LLC independent RIA currentsince Mar 25, 2026 · Tampa, Fl
- Questmont Virtual Family Office, LLC formerApr 16, 2025 to May 14, 2026 · Tampa, Fl
- Kestra Advisory Services, LLC BD affiliatedJan 23, 2023 to Jun 2, 2025 · Tampa, Fl
- Morgan Stanley wirehouseApr 12, 2022 to Dec 12, 2022 · Tampa, Fl
Moves
a registration end followed by a registration begin elsewhere
- Questmont Virtual Family Office, LLC to Integrated Wealth Concepts LLCleft May 14, 2026, registered Mar 25, 2026 (-50 days) · RIA to RIA · moved with a team
- Kestra Advisory Services, LLC to Questmont Virtual Family Office, LLCleft Jun 2, 2025, registered Apr 16, 2025 (-47 days) · Affiliated broker-dealer or bank to a newly registered adviser
- Morgan Stanley to Kestra Advisory Services, LLCleft Dec 12, 2022, registered Jan 23, 2023 (42 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- William Joseph Tison left Questmont Virtual Family Office, Llc for Integrated Wealth Concepts Llc (registered 2026-03-25)May 14, 2026 · Advisor changed firm · fact
- William Joseph Tison left Kestra Advisory Services, Llc for Questmont Virtual Family Office, Llc (registered 2025-04-16)Jun 2, 2025 · Advisor changed firm · fact
- William Joseph Tison left Morgan Stanley for Kestra Advisory Services, Llc (registered 2023-01-23)Dec 12, 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address