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.
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B••••• J•••••• W•••
- Title
- Portfolio Manager FDCAreportedfreedomdaysolutions.comfirm site, Sep 15, 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•••••• D•• S••••••••• L•• independent RIA currentsince Mar 24, 2021 · Houston, Tx
- C•••••••• F••••••••• I••• BD affiliatedDec 24, 2020 to Mar 24, 2021 · Blackfoot, Id
- L•••••• F•••••••• P••••••• state registeredDec 20, 2018 to Jan 5, 2021 · Pocatello, Id
- C•••••••• F••••••••• I••• BD affiliatedSep 25, 2015 to Dec 31, 2018 · Coeur D' Alene, Id
- S•••••••• A••••••• L•• national BDSep 3, 2014 to Sep 4, 2015 · American Fork, Ut
- C•••••••• F••••••••• I••• to F•••••• D•• S••••••••• L••left Mar 24, 2021, registered Mar 24, 2021 (0 days) · Affiliated broker-dealer or bank to independent RIA
- L•••••• F•••••••• P••••••• to C•••••••• F••••••••• I•••left Jan 5, 2021, registered Dec 24, 2020 (-12 days) · Other
- C•••••••• F••••••••• I••• to L•••••• F•••••••• P•••••••left Dec 31, 2018, registered Dec 20, 2018 (-11 days) · Affiliated broker-dealer or bank to a state-registered adviser
- S•••••••• A••••••• L•• to C•••••••• F••••••••• I•••left Sep 4, 2015, registered Sep 25, 2015 (21 days) · Other
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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address