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 Wealth Alliance

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
Gerald SchuelkeFreedom Wealth Alliance independent RIAIntrua Financial independent RIARIA to RIADec 12, 2023Nov 13, 2023
Charles Harvey KuhtzFreedom Wealth Alliance independent RIAIntrua Financial independent RIARIA to RIADec 12, 2023Nov 28, 2023
Shawn Edward ThomasFreedom Wealth Alliance independent RIAIntrua Financial independent RIARIA to RIADec 12, 2023Nov 13, 2023
Kurt Richard RozmanFreedom Wealth Alliance independent RIAIntrua Financial independent RIARIA to RIADec 12, 2023Nov 28, 2023
Thomas Scott RamsettFreedom Wealth Alliance independent RIAIntrua Financial independent RIARIA to RIADec 12, 2023Oct 16, 2025 (674 d)
Darren Joel LiberskiFreedom Wealth Alliance independent RIAIntrua Financial independent RIARIA to RIADec 12, 2023Nov 13, 2023
Shannon Ferrell SmithFreedom Wealth Alliance independent RIAIntrua Financial independent RIARIA to RIADec 12, 2023Nov 28, 2023
Adrian Lee ZilvettiFreedom Wealth Alliance independent RIABelpointe Asset Management LLC independent RIARIA to RIAAug 15, 2023Aug 9, 2023
Eric J KulwickiFreedom Wealth Alliance independent RIAIntrua Financial independent RIARIA to RIAAug 3, 2023Feb 27, 2024 (208 d)
William Barry MattFreedom Wealth Alliance independent RIABelpointe Asset Management LLC independent RIARIA to RIASep 30, 2022Sep 19, 2022
John Jerold CeaglskeFreedom Wealth Alliance independent RIABelpointe Asset Management LLC independent RIARIA to RIASep 30, 2022Sep 19, 2022
Robert Michael BesekeFreedom Wealth Alliance independent RIABelpointe Asset Management LLC independent RIARIA to RIASep 30, 2022Sep 19, 2022
John E. WitczakFreedom Wealth Alliance independent RIABelpointe Asset Management LLC independent RIARIA to RIASep 30, 2022Sep 20, 2022
Thomas F. WozniakFreedom Wealth Alliance independent RIABelpointe Asset Management LLC independent RIARIA to RIASep 30, 2022Sep 22, 2022
Shawn Paul HittmanFreedom Wealth Alliance independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankFeb 26, 2021Dec 9, 2020
Max Conner FlanaganFreedom Wealth Alliance independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankMar 25, 2019Apr 23, 2019
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16 moves match.