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
Chad L Tennant
Feed of 09/14/2026
At current firm
4 y
since Jan 11, 2022
In the industry
23 y
since Dec 2, 2002 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- The Freedom Experience, Inc. state registered currentsince Jan 11, 2022 · Fletcher, Oh
- Twams Financial Planning, LLC unclassifiedMay 18, 2018 to Apr 30, 2020 · East Lake, Oh
- The Freedom Experience, Inc. state registeredJan 26, 2012 to Dec 31, 2020 · Fletcher, Oh
- The Freedom Experience, Inc. state registeredJan 26, 2012 to Dec 31, 2021 · Fletcher, Oh
- The Freedom Experience, Inc. state registeredMar 10, 2009 to Dec 31, 2011 · Fletcher, Oh
- Summit Wealth Management, Inc formerFeb 28, 2007 to Feb 26, 2009 · Atlanta, Ga
- First Command Financial Planning, Inc. formerSep 2, 2005 to Aug 15, 2006 · Libertyville, Il
- First Command Bank unclassifiedJan 5, 2005 to Sep 2, 2005 · Fort Worth, Tx
Moves
a registration end followed by a registration begin elsewhere
- The Freedom Experience, Inc. to Twams Financial Planning, LLCleft Dec 31, 2021, registered May 18, 2018 (-1323 days) · Other
- Twams Financial Planning, LLC to The Freedom Experience, Inc.left Apr 30, 2020, registered Jan 11, 2022 (621 days) · Other
- Summit Wealth Management, Inc to The Freedom Experience, Inc.left Feb 26, 2009, registered Mar 10, 2009 (12 days) · Other
- First Command Financial Planning, Inc. to Summit Wealth Management, Incleft Aug 15, 2006, registered Feb 28, 2007 (197 days) · Other
- First Command Bank to First Command Financial Planning, Inc.left Sep 2, 2005, registered Sep 2, 2005 (0 days) · Other
Signals
No dated event on this person.
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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address