RIA Intelligence

Professional profile

freestonecapital.com/our-team/pete-forras-awmareportedfreestonecapital.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• F•••••••• C•••••• M••••••••• L•• independent RIA current
  since Apr 11, 2011 · Seattle, Wa
• W•••• F•••• A••••••• wirehouse
  Jan 3, 2011 to Apr 12, 2011 · Bend, Or
• W•••• F•••• I••••••••• L•• unclassified
  Jun 26, 2009 to Jan 3, 2011 · Bend, Or
• B••• O• A•••••• I••••••••• S•••••••• I••• unclassified
  Jul 1, 1998 to Jan 11, 2005 · Mercer Island, Wa

• W•••• F•••• A••••••• to F•••••••• C•••••• M••••••••• L••
  left Apr 12, 2011, registered Apr 11, 2011 (-1 days) · Other
• W•••• F•••• I••••••••• L•• to W•••• F•••• A•••••••
  left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
• B••• O• A•••••• I••••••••• S•••••••• I••• to W•••• F•••• I••••••••• L••
  left Jan 11, 2005, registered Jun 26, 2009 (1627 days) · Other

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

40derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address