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

B•••• D••••••• F••••••

M•••••• L••••• P•••••• F••••• • S•••• I•••••••••wirehouseFort Worth, Txdual registrantIAPD 5624716

Feed of 09/14/2026

Also filed as Freeman Byron

At current firm

2 y

since Apr 10, 2024

In the industry

17 y

since Jan 16, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse current
since Apr 10, 2024 · Fort Worth, Tx
J••• M••••• S••••••••• L•• wirehouse
Dec 12, 2018 to Mar 12, 2024 · Arlington, Tx
O••••••••• S••••••••• I••• BD affiliated
Aug 7, 2018 to Nov 29, 2018 · Fort Worth, Tx
T• A••••••••• I••••••••• M••••••••• L•• former
Nov 8, 2013 to Oct 24, 2016 · Fort Worth, Tx
T• A••••••••• I••• former
Nov 8, 2013 to Oct 24, 2016 · Omaha, Ne

Moves

a registration end followed by a registration begin elsewhere

J••• M••••• S••••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Mar 12, 2024, registered Apr 10, 2024 (29 days) · Wirehouse to wirehouse
O••••••••• S••••••••• I••• to J••• M••••• S••••••••• L••
left Nov 29, 2018, registered Dec 12, 2018 (13 days) · Affiliated broker-dealer or bank to wirehouse
T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left Oct 24, 2016, registered Nov 8, 2013 (-1081 days) · channel change inside one enterprise, not a move
T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
left Oct 24, 2016, registered Nov 8, 2013 (-1081 days) · Other

Signals

B•••• D••••••• F•••••• left J••• M••••• S••••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2024-04-10)
Mar 12, 2024 · 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: Wirehousederived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address