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.
B•••••• B••••• M•••••••••
- Title
- Financial Advisor | Ownerreportedfreedomasset.netfirm site, Sep 16, 2026
- Business email
- brandon@freedomasset.netreportedfreedomasset.netfirm site, Sep 16, 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•••••• A•••• M••••••••• independent RIA currentsince Jun 13, 2025 · Spokane, Wa
- J•• • A••••••••• L•• independent RIAMar 9, 2021 to Jun 27, 2025 · Spokane, Wa
- F•••••••• A•••••••• I••••••••• M••••••••• formerMay 4, 2016 to Jun 30, 2021 · Spokane, Wa
- J••• M••••• S••••••••• L•• wirehouseOct 1, 2012 to May 10, 2016 · Spokane, Wa
- C•••• I••••••••• S••••••• C•••• formerMay 2, 2009 to Oct 1, 2012 · Spokane, Wa
- W••• I••••••••• I••• unclassifiedApr 8, 2008 to May 2, 2009 · Spokane, Wa
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseDec 11, 2006 to Feb 5, 2008 · Spokane, Wa
- J•• • A••••••••• L•• to F•••••• A•••• M•••••••••left Jun 27, 2025, registered Jun 13, 2025 (-14 days) · RIA to a newly registered adviser
- F•••••••• A•••••••• I••••••••• M••••••••• to J•• • A••••••••• L••left Jun 30, 2021, registered Mar 9, 2021 (-113 days) · RIA to a newly registered adviser · moved with a team
- J••• M••••• S••••••••• L•• to F•••••••• A•••••••• I••••••••• M•••••••••left May 10, 2016, registered May 4, 2016 (-6 days) · Other
- C•••• I••••••••• S••••••• C•••• to J••• M••••• S••••••••• L••left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- W••• I••••••••• I••• to C•••• I••••••••• S••••••• C••••left May 2, 2009, registered May 2, 2009 (0 days) · corporate re-registration, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W••• I••••••••• I•••left Feb 5, 2008, registered Apr 8, 2008 (63 days) · Other
- B•••••• B••••• M••••••••• left J•• • A••••••••• L•• for F•••••• A•••• M••••••••• (registered 2025-06-13)Jun 27, 2025 · Advisor changed firm · fact
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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address