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 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
Courtney Elizabeth RanstromTrailhead Planners, LLC independent RIAFreedom Day Solutions, LLC independent RIARIA to RIAMay 8, 2026Jun 1, 2026
William Anthony KoppTruist Advisory Services, Inc. BD affiliatedFreedom Day Solutions, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 14, 2024Oct 14, 2024
Alan Dean CantrellAdvanced Retirement Solutions, Inc. state registeredFreedom Day Solutions, LLC independent RIAOtherMar 30, 2021Jun 8, 2020
Blaine Jackson WoodCentaurus Financial, Inc. BD affiliatedFreedom Day Solutions, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 24, 2021Mar 24, 2021
Samuel Charles WebbHightower Advisors, LLC BD affiliatedFreedom Day Solutions, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 21, 2020Dec 19, 2022 (728 d)
Tanya Michelle EscobedoUBS Financial Services Inc. wirehouseFreedom Day Solutions, LLC otherOtherJul 19, 2012May 23, 2013 (308 d)
Michael Blaise CatalanoCitigroup Global Markets Inc. otherFreedom Day Solutions, LLC otherOtherApr 4, 2006Mar 24, 2006
Ryan Jason KruegerCitigroup Global Markets Inc. otherFreedom Day Solutions, LLC otherOtherApr 4, 2006Mar 24, 2006
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8 moves match.