DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Williams Asset Management
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Gary Stuart Williams | Commonwealth Financial Network national BD | Williams Asset Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 30, 2026 | Jan 30, 2026 |
| George Thomas Watson | Commonwealth Financial Network national BD | Williams Asset Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 30, 2026 | Jan 30, 2026 |
| Karissa Nicole Goessl | Commonwealth Financial Network national BD | Williams Asset Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 30, 2026 | Jan 30, 2026 |
| Brian Scott Mckinney | Commonwealth Financial Network national BD | Williams Asset Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 30, 2026 | Jan 30, 2026 |
| Duncan Shawn Mccall | Commonwealth Financial Network national BD | Williams Asset Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 30, 2026 | Jan 30, 2026 |
| Gavin Paul Walter | Commonwealth Financial Network national BD | Williams Asset Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 30, 2026 | Jan 30, 2026 |
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6 moves match.