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 Lawrence Curry

Delaware Advisory Group, Inc.state registeredWilmington, DeIA-onlyIAPD 832901

Chartered Financial Consultant

Feed of 09/14/2026

Also filed as William Lawrence Curry

At current firm

1 y

since May 20, 2025

In the industry

39 y

since Aug 10, 1987 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Delaware Advisory Group, Inc. state registered current
since May 20, 2025 · Wilmington, De
Creativeone Securities, LLC BD affiliated
Oct 24, 2023 to Dec 31, 2024 · Wilmington, De
Alexander Capital Wealth Management LLC independent RIA
Sep 13, 2023 to Oct 9, 2023 · Red Bank, Nj
Blackridge Asset Management, LLC independent RIA
Jan 7, 2020 to Sep 13, 2023 · Wilmington, De
Bfc Planning, Inc. BD affiliated
Jul 5, 2017 to Dec 19, 2019 · Wilmington, De
Kovack Advisors, Inc. BD affiliated
Apr 14, 2008 to Jun 20, 2017 · Ft. Lauderdale, Fl
Invest Financial Corporation former
Jun 6, 2007 to Apr 18, 2008 · Appleton, Wi
Delaware Advisory Group, Inc. unclassified
Jan 1, 1989 to Dec 31, 2017 · Wilmington, De

Moves

a registration end followed by a registration begin elsewhere

Creativeone Securities, LLC to Delaware Advisory Group, Inc.
left Dec 31, 2024, registered May 20, 2025 (140 days) · Affiliated broker-dealer or bank to a state-registered adviser
Alexander Capital Wealth Management LLC to Creativeone Securities, LLC
left Oct 9, 2023, registered Oct 24, 2023 (15 days) · RIA to affiliated broker-dealer or bank
Blackridge Asset Management, LLC to Alexander Capital Wealth Management LLC
left Sep 13, 2023, registered Sep 13, 2023 (0 days) · Affiliated broker-dealer or bank to independent RIA
Bfc Planning, Inc. to Blackridge Asset Management, LLC
left Dec 19, 2019, registered Jan 7, 2020 (19 days) · Affiliated broker-dealer or bank to independent RIA
Delaware Advisory Group, Inc. to Invest Financial Corporation
left Dec 31, 2017, registered Jun 6, 2007 (-3861 days) · Other
Kovack Advisors, Inc. to Bfc Planning, Inc.
left Jun 20, 2017, registered Jul 5, 2017 (15 days) · Other
Invest Financial Corporation to Kovack Advisors, Inc.
left Apr 18, 2008, registered Apr 14, 2008 (-4 days) · Other

Signals

William Lawrence Curry left Creativeone Securities, Llc for Delaware Advisory Group, Inc. (registered 2025-05-20)
Dec 31, 2024 · Advisor changed firm · fact
William Lawrence Curry left Alexander Capital Wealth Management Llc for Creativeone Securities, Llc (registered 2023-10-24)
Oct 9, 2023 · Advisor changed firm · fact
William Lawrence Curry left Blackridge Asset Management, Llc for Alexander Capital Wealth Management Llc (registered 2023-09-13)
Sep 13, 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: STATE REGISTEREDderived
Years in industry: 39derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address