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.
Natalie Cantrell Yarbrough
- Professional profile
- linkedin.com/in/natalie-yarbrough-529a7538breportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- Simplicity Wealth mixed wealth currentsince May 3, 2023 · Summit, Nj
- Freedom Day Solutions, LLC independent RIAFeb 2, 2021 to Aug 5, 2022 · Fayetteville, Ar
- Freedom Day Solutions, LLC to Simplicity Wealthleft Aug 5, 2022, registered May 3, 2023 (271 days) · RIA to RIA
- Natalie Cantrell Yarbrough left Freedom Day Solutions, Llc for Simplicity Wealth (registered 2023-05-03)Aug 5, 2022 · 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address