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.

Registered advisor

Jack Arduin

Byrne Financial Freedom, LLCindependent RIAFranklin, Ma dual registrantIAPD 2642564

Feed of 09/15/2026

Also filed as Jack Richard Arduin

At current firm

0 y

since Jun 4, 2026

In the industry

30 y

since Mar 4, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Byrne Financial Freedom, LLC independent RIA current
since Jun 4, 2026 · Fort Myers, Fl
Ameriprise Financial Services, LLC national BD
Jan 18, 2022 to May 19, 2026 · Fort Myers, Fl
Truist Advisory Services, Inc. BD affiliated
Nov 18, 2016 to Jan 24, 2022 · Fort Myers, Fl
Suntrust Investment Services, Inc. former
May 31, 2016 to Dec 31, 2016 · Fort Myers, Fl
Herbert J. Sims Capital Management, Inc. independent RIA
May 8, 2015 to Jun 29, 2016 · Boca Raton, Fl
Fifth Third Securities, Inc. BD affiliated
Nov 21, 2013 to Mar 6, 2015 · Deland, Fl

Moves

a registration end followed by a registration begin elsewhere

Ameriprise Financial Services, LLC to Byrne Financial Freedom, LLC
left May 19, 2026, registered Jun 4, 2026 (16 days) · Affiliated broker-dealer or bank to independent RIA
Truist Advisory Services, Inc. to Ameriprise Financial Services, LLC
left Jan 24, 2022, registered Jan 18, 2022 (-6 days) · Affiliated broker-dealer or bank to another
Suntrust Investment Services, Inc. to Truist Advisory Services, Inc.
left Dec 31, 2016, registered Nov 18, 2016 (-43 days) · corporate re-registration, not a move
Herbert J. Sims Capital Management, Inc. to Suntrust Investment Services, Inc.
left Jun 29, 2016, registered May 31, 2016 (-29 days) · Other
Fifth Third Securities, Inc. to Herbert J. Sims Capital Management, Inc.
left Mar 6, 2015, registered May 8, 2015 (63 days) · Other

Signals

Jack Arduin left Ameriprise Financial Services, Llc for Byrne Financial Freedom, Llc (registered 2026-06-04)
May 19, 2026 · Advisor changed firm · fact
Jack Arduin left Truist Advisory Services, Inc. for Ameriprise Financial Services, Llc (registered 2022-01-18)
Jan 24, 2022 · Advisor changed firm · 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: Independent wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address