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

Arrivals at Freedom Investment Management, Inc.

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
Peter Alexander KitzerowMatson Money, Inc. mixed wealthFreedom Investment Management, Inc. independent RIARIA to RIAAug 8, 2025Apr 9, 2021
Jesse L PerryIp Financial Advisory Services LLC BD affiliatedFreedom Investment Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJan 18, 2024Dec 11, 2023
John Joseph KehoeMain Management, LLC independent RIAFreedom Investment Management, Inc. independent RIARIA to RIAMay 31, 2022Sep 2, 2022 (94 d)
Alex Paul SutherlandAe Wealth Management, LLC BD affiliatedFreedom Investment Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 30, 2021Mar 7, 2019
Donald Raymond Delaria, Jr.Capital Financial Management Nc, Inc state registeredFreedom Investment Management, Inc. otherOtherDec 31, 2020Sep 22, 2012
Brian Richard RaleighBrookstone Asset Management, LLC independent RIAFreedom Investment Management, Inc. otherOtherMar 31, 2020May 25, 2017
Maria Teresa AronoffMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFreedom Investment Management, Inc. independent RIAWirehouse to independent RIAAug 27, 2019Aug 31, 2020 (370 d)
Thomas Jeffrey McdermottProsperity Capital Group, Inc. unclassifiedFreedom Investment Management, Inc. otherOtherApr 3, 2019Sep 28, 2012
Kurtis NolanProsperity Capital Group, Inc. unclassifiedFreedom Investment Management, Inc. otherOtherApr 3, 2019Feb 10, 2017
Brian Wayne DebruinProsperity Capital Group, Inc. unclassifiedFreedom Investment Management, Inc. otherOtherFeb 14, 2019Oct 23, 2014
William Lavan GravesGagni Wealth Management LLC state registeredFreedom Investment Management, Inc. independent RIAOtherNov 27, 2018Dec 21, 2018
Matthew Aaron AcieLPL Financial LLC independent RIAFreedom Investment Management, Inc. independent RIARIA to RIAApr 25, 2018Sep 25, 2018 (153 d)
Megan Ellen MorriceHip Investor, Inc. state registeredFreedom Investment Management, Inc. independent RIAOtherDec 7, 2017Feb 7, 2018 (62 d)
Jared L StigallHartford Funds otherFreedom Investment Management, Inc. independent RIAOtherAug 11, 2017Feb 21, 2019 (559 d)
Terrence F O'ReillyIntegrity Alliance, LLC otherFreedom Investment Management, Inc. otherOtherMay 23, 2017May 25, 2017
Gary Joseph PreisserUSA Financial Securities LLC otherFreedom Investment Management, Inc. otherOtherApr 11, 2017Jun 29, 2017 (79 d)
Joseph J MooneyAssetmark, Inc. otherFreedom Investment Management, Inc. otherOtherNov 30, 2016Jun 29, 2017 (211 d)
Peter Jose' D'ArrudaPayne Capital Management, LLC otherFreedom Investment Management, Inc. otherOtherNov 8, 2016Aug 23, 2016
Kevin Randall Eugene BerryProsperity Capital Group, Inc. unclassifiedFreedom Investment Management, Inc. otherOtherJun 30, 2016Nov 3, 2014
Parker William MosleyCurian Capital, LLC otherFreedom Investment Management, Inc. otherOtherMar 22, 2016Jun 30, 2016 (100 d)
Matthew David CanterCurian Capital, LLC otherFreedom Investment Management, Inc. otherOtherMar 21, 2016Jul 6, 2016 (107 d)
Samuel Josiah DixonFoundations Investment Advisors LLC otherFreedom Investment Management, Inc. otherOtherDec 16, 2015Dec 15, 2015
Andrew G RosnerEquitable Advisors, LLC national BDFreedom Investment Management, Inc. otherOtherOct 6, 2015Oct 22, 2015
Anthony OrestanoIndependent Financial Group, LLC otherFreedom Investment Management, Inc. otherOtherJul 28, 2015Oct 21, 2015 (85 d)
Jason Eric LuhanFinancial West Group otherFreedom Investment Management, Inc. otherOtherApr 21, 2015Oct 21, 2015 (183 d)
James Todd NewtonSb Advisory, LLC otherFreedom Investment Management, Inc. otherOtherDec 1, 2014Dec 12, 2014
Mark Adam ScanlanSei Investments Management Corp otherFreedom Investment Management, Inc. otherOtherFeb 28, 2013Jun 21, 2013 (113 d)
Marc David OrourkeWillow Creek Wealth Management, Inc. otherFreedom Investment Management, Inc. otherOtherJan 3, 2011Oct 17, 2012 (653 d)
Pamela Sue NevilFisher Investments otherFreedom Investment Management, Inc. otherOtherMay 11, 2009Mar 26, 2015 (2145 d)
Joel Timothy BennettCetera Investment Advisers LLC otherFreedom Investment Management, Inc. otherOtherApr 29, 2009Feb 2, 2016 (2470 d)
Kenneth Michael AckermanFisher Investments otherFreedom Investment Management, Inc. otherOtherJul 6, 2004Jul 28, 2015 (4039 d)
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31 moves match.