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Advisor at FREEDOM WEALTH COACHING, LLC
Marietta, GA | WOODSTOCK, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FREEDOM WEALTH COACHING, LLC | State registered | Apr 3, 2025 | n/a | yes | Marietta, GA|WOODSTOCK, GA | Current employment |
| MATHIES FINANCIAL PARTNERS | Independent wealth | Feb 26, 2024 | Apr 1, 2025 | no | PUEBLO, CO|Marietta, GA | Previous registration |
| FREEDOM WEALTH COACHING, LLC | State registered | Jun 2, 2023 | Feb 27, 2024 | no | WOODSTOCK, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MATHIES FINANCIAL PARTNERS | FREEDOM WEALTH COACHING, LLC | Apr 1, 2025 | Apr 3, 2025 | 2 | Firm change | RIA to state RIA |
| FREEDOM WEALTH COACHING, LLC | MATHIES FINANCIAL PARTNERS | Feb 27, 2024 | Feb 26, 2024 | -1 | Firm change | Other |