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 Freedom Day Solutions, 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.

AdvisorFromToTypeLeftRegistered
Samuel Charles WebbFreedom Day Solutions, LLC independent RIABentoak Capital independent RIARIA to RIASep 22, 2025Sep 2, 2025
Adam Keith StrahanFreedom Day Solutions, LLC independent RIABentoak Capital independent RIARIA to RIASep 22, 2025Sep 2, 2025
Alan Dean CantrellFreedom Day Solutions, LLC independent RIASimplicity Wealth independent RIARIA to RIAAug 5, 2022Sep 8, 2022 (34 d)
Natalie Cantrell YarbroughFreedom Day Solutions, LLC independent RIASimplicity Wealth independent RIARIA to RIAAug 5, 2022May 3, 2023 (271 d)
William Braden KoppFreedom Day Solutions, LLC independent RIAOxbow Advisors, LLC independent RIARIA to RIASep 16, 2021Oct 19, 2021 (33 d)
Tanya Michelle EscobedoFreedom Day Solutions, LLC otherDynamic otherOtherOct 28, 2015Mar 28, 2017 (517 d)
Kyle R KelleyFreedom Day Solutions, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 8, 2011Jun 10, 2011 (94 d)
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7 moves match.