FIRM EXITS

William Horsfall not observed in state feed; 12 firm feed absences

The Oct. 20, 2026, snapshot showed 12 firm feed absences across the compared ADV feeds. William Horsfall and Associates was not observed in the state feed.

By Daniel Mercer·Edition ·1 min read

William Horsfall and Associates was not observed in the compared state ADV feed on Oct. 20, 2026. The complete tally for that snapshot was 12 firm feed absences; the count describes feed observations, not confirmed firm closures or changes in registration status.

The same snapshot recorded 12 ADV feed observations for Oct. 20. Kestra Institutional Services, LLC was not observed in the SEC feed that day, while Retirement Capital Planners, LLC was not observed in the state feed.

ADV feed absence records

The appendix lists all 12 firm feed absence records on 10/20/2026. The absence is limited to the compared ADV feed and does not establish closure or withdrawal.

FirmFirm CRDObservedObservation
Aption Advisors LLC33356810/20/2026Absent from compared ADV feed
Cannon Wealth Management Services, LLC32330210/20/2026Absent from compared ADV feed
Cantata Wealth Management, LLC33252610/20/2026Absent from compared ADV feed
Kestra Institutional Services, LLC15179010/20/2026Absent from compared ADV feed
Mediate Financial Investment Advisory Services, LLC15813410/20/2026Absent from compared ADV feed
Milestone Capital Advisors III Limited16316410/20/2026Absent from compared ADV feed
Powerhouse Financial Advisors, Inc.33895210/20/2026Absent from compared ADV feed
Retirement Capital Planners, LLC29836910/20/2026Absent from compared ADV feed
Silver Lake Capital Partners LLC32999710/20/2026Absent from compared ADV feed
Stout Capital Management LLC12058710/20/2026Absent from compared ADV feed
Wealthlynk, Inc.32752710/20/2026Absent from compared ADV feed
William Horsfall and Associates14979210/20/2026Absent from compared ADV feed

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