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 Freegulliver, LLC
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 |
|---|---|---|---|---|---|
| John Walton Barton | Freegulliver, LLC independent RIA | Ridge Road Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Sep 4, 2026 | Sep 4, 2026 |
| Eric Michael Deroche | Freegulliver, LLC independent RIA | Ridge Road Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Sep 4, 2026 | Sep 4, 2026 |
| Maxwell Marc Zwain | Freegulliver, LLC mixed wealth | Farther independent RIA | RIA to RIA | Nov 20, 2025 | Nov 21, 2025 |
| Scott David Madden | Freegulliver, LLC other | Rice, Voelker, LLC state registered | Other | Jun 12, 2014 | Jul 24, 2025 (4060 d) |
Page 1 of 1
4 moves match.