This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ADAPTFIRST INVESTMENTS LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 30, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

9derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

10

Designations

Chartered Financial Analyst

Exams

S63|S66

First exam

Jan 30, 2002

First registration

Mar 10, 2006

Dual registered

no

Other names

CHARLES FRANKLIN FREEMAN

IAPD individual key

2963226

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3c2c431d-0813-d3df-059a-ead27fac67d9

First observed

Mar 10, 2006

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.