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
Willis Edsil Adams
Feed of 09/15/2026
Also filed as Willis Edsil Adams
At current firm
0 y
since Sep 9, 2026
In the industry
46 y
since Feb 16, 1980 (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, S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Empower Advisory Group, LLC BD affiliated currentsince Sep 9, 2026 · Englewood, Fl
- Morgan Stanley wirehouseJun 1, 2009 to Jun 5, 2018 · Venice, Fl
- Citigroup Global Markets Inc. BD affiliatedJul 31, 1993 to Jun 1, 2009 · Venice, Fl
Moves
a registration end followed by a registration begin elsewhere
- Morgan Stanley to Empower Advisory Group, LLCleft Jun 5, 2018, registered Sep 9, 2026 (3018 days) · Wirehouse to affiliated broker-dealer or bank
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 46derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address