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 Isaac Brown
Feed of 09/14/2026
At current firm
0 y
since Mar 30, 2026
In the industry
12 y
since Aug 1, 2014 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Nationwide Securities, LLC no RAUM currentsince Mar 30, 2026 · Columbus, Oh
- Nationwide Investment Advisors, LLC BD affiliatedMar 24, 2026 to Mar 27, 2026 · Columbus, Oh
- Carson Advisory Group independent RIAJun 12, 2023 to Apr 1, 2026 · Athens, Ga
Moves
a registration end followed by a registration begin elsewhere
- Carson Advisory Group to Nationwide Investment Advisors, LLCleft Apr 1, 2026, registered Mar 24, 2026 (-8 days) · RIA to affiliated broker-dealer or bank
- Nationwide Investment Advisors, LLC to Nationwide Securities, LLCleft Mar 27, 2026, registered Mar 30, 2026 (3 days) · Other
Signals
- William Isaac Brown left Carson Advisory Group for Nationwide Investment Advisors, Llc (registered 2026-03-24)Apr 1, 2026 · Advisor changed firm · fact
- William Isaac Brown left Nationwide Investment Advisors, Llc for Nationwide Securities, Llc (registered 2026-03-30)Mar 27, 2026 · 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
- No RAUM reportedderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address