DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

R••••• A•••• F••••••

L••••••• A•••••••• L••state registeredBluffton, ScIA-onlyIAPD 1830650

Certified Financial Planner

Feed of 09/14/2026

Also filed as Ronald Allen Jr Freeman

At current firm

1 y

since Jul 16, 2025

In the industry

26 y

since Nov 16, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

L••••••• A•••••••• L•• state registered current
since Jul 16, 2025 · Bluffton, Sc
L•••••••• A•••••••• L•• independent RIA
Dec 17, 2021 to Dec 21, 2023 · Grand Rapids, Mi
E••••••••• W••••• M••••••••• L•• unclassified
May 8, 2020 to Apr 25, 2022 · Bluffton, Sc
C•• W••••• M••••••••• L•• state registered
Dec 21, 2016 to May 22, 2020 · Bluffton, Sc
I••••• F•••••••• C••••••••• former
Feb 10, 2009 to Oct 28, 2016 · Beaufort, Sc
O•••• F•• I••• former
Dec 21, 2007 to Apr 18, 2008 · Owensboro, Ky
M•• F•••••••• S•••••••• I••• former
Jun 22, 2005 to Mar 16, 2007 · Atlanta, Ga
C••••• A•••••• N••••••• L•• former
Jan 21, 2004 to Dec 31, 2004 · Atlanta, Ga
F•••••••• N•••••• C••• unclassified
Nov 18, 2003 to Feb 8, 2005 · Atlanta, Ga
A••••••••• F•••••••• S•••••••• L•• national BD
Feb 20, 2003 to Apr 30, 2003 · Marietta, Ga

Moves

a registration end followed by a registration begin elsewhere

L•••••••• A•••••••• L•• to L••••••• A•••••••• L••
left Dec 21, 2023, registered Jul 16, 2025 (573 days) · RIA to a state-registered adviser
E••••••••• W••••• M••••••••• L•• to L•••••••• A•••••••• L••
left Apr 25, 2022, registered Dec 17, 2021 (-129 days) · Other
C•• W••••• M••••••••• L•• to E••••••••• W••••• M••••••••• L••
left May 22, 2020, registered May 8, 2020 (-14 days) · Other
I••••• F•••••••• C••••••••• to C•• W••••• M••••••••• L••
left Oct 28, 2016, registered Dec 21, 2016 (54 days) · Other
O•••• F•• I••• to I••••• F•••••••• C•••••••••
left Apr 18, 2008, registered Feb 10, 2009 (298 days) · Other
M•• F•••••••• S•••••••• I••• to O•••• F•• I•••
left Mar 16, 2007, registered Dec 21, 2007 (280 days) · Other
F•••••••• N•••••• C••• to C••••• A•••••• N••••••• L••
left Feb 8, 2005, registered Jan 21, 2004 (-384 days) · Other
C••••• A•••••• N••••••• L•• to M•• F•••••••• S•••••••• I•••
left Dec 31, 2004, registered Jun 22, 2005 (173 days) · Other
A••••••••• F•••••••• S•••••••• L•• to F•••••••• N•••••• C•••
left Apr 30, 2003, registered Nov 18, 2003 (202 days) · Other

Signals

R••••• A•••• F•••••• left L•••••••• A•••••••• L•• for L••••••• A•••••••• L•• (registered 2025-07-16)
Dec 21, 2023 · a•••••• firm change · fact
R••••• A•••• F•••••• left E••••••••• W••••• M••••••••• L•• for L•••••••• A•••••••• L•• (registered 2021-12-17)
Apr 25, 2022 · a•••••• firm change · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address