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.
Advisor moves
Departures from Freed Advisors
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Daniel A Serra | Freed Advisors other | Chevy Chase Trust Company other | Other | Apr 11, 2014 | May 27, 2014 (46 d) |
| Andrew Reding Marshall | Freed Advisors other | Chevy Chase Trust Company other | Other | Apr 11, 2014 | May 27, 2014 (46 d) |
| David Michael Burgess | Freed Advisors other | Creative Planning other | Other | Mar 8, 2014 | Feb 24, 2014 |
| Cornelia Ruth Mallari | Freed Advisors other | Campbell Wealth Management, Inc. other | Other | Sep 11, 2012 | Oct 17, 2012 (36 d) |
| Paula Anne Landau | Freed Advisors other | Triton Wealth Management other | Other | Jan 25, 2011 | Jan 24, 2011 |
| Jennifer Elise Myers | Freed Advisors other | Sagevest Wealth Management other | Other | May 15, 2007 | May 21, 2007 |
| Thomas Rolfe Pudner | Freed Advisors other | Mason Investment Advisory Services Inc other | Other | Apr 11, 2006 | May 2, 2006 |
| Mindy Ellen Gasthalter | Freed Advisors other | Pinnacle Advisory Group, Inc. other | Other | May 7, 2004 | Feb 2, 2005 (271 d) |
| Zheng Wan | Freed Advisors other | Sierra Pacific Private Wealth, LLC independent RIA | Other | Jan 28, 2004 | Jan 1, 2026 (8009 d) |
Page 1 of 1
9 moves match.