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 Freestone Capital Management, 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
Justin Lin ChangAmeriprise Financial Services, LLC national BDFreestone Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 3, 2026Aug 4, 2026
Heather Yasmeen MichailUBS Financial Services Inc. wirehouseFreestone Capital Management, LLC independent RIAWirehouse to independent RIAJun 25, 2026Jul 8, 2026
Tegan YuasaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFreestone Capital Management, LLC independent RIAWirehouse to independent RIAJun 1, 2026Jun 17, 2026
Ryan MorrisJ.P. Morgan Securities LLC wirehouseFreestone Capital Management, LLC independent RIAWirehouse to independent RIAApr 3, 2026Apr 10, 2026
John Michael SteeleVanguard Advisers, Inc. BD affiliatedFreestone Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 17, 2026Mar 17, 2026
Chloe L ChaseMorgan Stanley wirehouseFreestone Capital Management, LLC independent RIAWirehouse to independent RIAFeb 23, 2026Feb 24, 2026
Emily Kay KoppBadgley Phelps Wealth Managers independent RIAFreestone Capital Management, LLC independent RIARIA to RIAJan 21, 2026Jan 20, 2026
Rocco Simplicio PearsonZevenbergen Capital Investments LLC otherFreestone Capital Management, LLC independent RIAOtherSep 9, 2025Sep 3, 2025
Seton McandrewsAssembly Wealth independent RIAFreestone Capital Management, LLC independent RIARIA to RIASep 2, 2025Aug 25, 2025
Carmen J CoxMorgan Stanley wirehouseFreestone Capital Management, LLC independent RIAWirehouse to independent RIAMar 4, 2025Feb 24, 2025
Alexa Julianne SteffensCambridge Investment Research Advisors, Inc. BD affiliatedFreestone Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 6, 2025Feb 24, 2025
Maximilian John ArmsCorient independent RIAFreestone Capital Management, LLC independent RIARIA to RIAJan 9, 2025Jan 6, 2025
Elizabeth Mary SteiningerRatio Wealth Group LLC independent RIAFreestone Capital Management, LLC independent RIARIA to RIAApr 23, 2024Apr 12, 2024
Jonathan Jacob WittlinParallel Advisors, LLC independent RIAFreestone Capital Management, LLC independent RIARIA to RIADec 6, 2023Oct 6, 2023
Ford Schipporeit Van WinkleFisher Investments independent RIAFreestone Capital Management, LLC independent RIARIA to RIANov 2, 2023Nov 29, 2023
Dieuthy GuileyPeninsula Wealth, LLC independent RIAFreestone Capital Management, LLC independent RIARIA to RIAFeb 27, 2023Aug 22, 2023 (176 d)
Christopher Louis SomersIconiq Capital, LLC otherFreestone Capital Management, LLC independent RIAOtherJul 7, 2022Mar 10, 2023 (246 d)
James Priester HughesTranscend Capital Advisors, LLC independent RIAFreestone Capital Management, LLC independent RIARIA to RIAApr 26, 2022Jul 19, 2023 (449 d)
Galen CampParcion Private Wealth LLC independent RIAFreestone Capital Management, LLC independent RIARIA to RIAFeb 15, 2022Feb 28, 2022
Alyssa Hall MorrisParallel Advisors, LLC independent RIAFreestone Capital Management, LLC independent RIARIA to RIAJan 31, 2022Nov 2, 2023 (640 d)
Michael David Kjell RainePathstone independent RIAFreestone Capital Management, LLC independent RIARIA to RIANov 15, 2021Nov 10, 2021
Mairin Veronica MurphyFisher Investments independent RIAFreestone Capital Management, LLC independent RIARIA to RIANov 11, 2021Nov 16, 2021
Cole Albert Sigurd WaltonPathstone independent RIAFreestone Capital Management, LLC independent RIARIA to RIAAug 27, 2021Aug 30, 2021
Ross RubinsteinBrighton Jones LLC independent RIAFreestone Capital Management, LLC independent RIARIA to RIAApr 14, 2021Apr 21, 2021
Hilera Connor HardyD.A. Davidson & Co. independent RIAFreestone Capital Management, LLC independent RIARIA to RIAFeb 8, 2021Feb 22, 2021
Theodore Maxwell CanfieldThree Bell Capital LLC independent RIAFreestone Capital Management, LLC independent RIARIA to RIANov 30, 2020Jun 6, 2022 (553 d)
Bruce Spaulding EdwardsParallel Advisors, LLC independent RIAFreestone Capital Management, LLC independent RIARIA to RIASep 16, 2020Sep 23, 2020
Lawrence Kenneth MilesAdviceperiod, LLC independent RIAFreestone Capital Management, LLC independent RIARIA to RIASep 1, 2020May 13, 2021 (254 d)
Eric FridsteinD.A. Davidson & Co. independent RIAFreestone Capital Management, LLC independent RIARIA to RIAJun 15, 2020Jul 15, 2020
Michael Lee AllardScharf Investments, LLC mixed wealthFreestone Capital Management, LLC independent RIARIA to RIAMay 15, 2019May 17, 2019
Samuel PunScharf Investments, LLC mixed wealthFreestone Capital Management, LLC independent RIARIA to RIAMay 15, 2019May 16, 2019
Riley BarrScharf Investments, LLC mixed wealthFreestone Capital Management, LLC independent RIARIA to RIAMay 15, 2019May 16, 2019
John McnertneyPolaris Wealth Advisory Group independent RIAFreestone Capital Management, LLC independent RIARIA to RIAJul 19, 2018Jul 23, 2018
Stephanie Mavis D'IppolitoWealthspire Advisors otherFreestone Capital Management, LLC otherOtherJul 28, 2017Aug 11, 2017
Robert GentryMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFreestone Capital Management, LLC otherOtherFeb 3, 2017Feb 13, 2017
Matthew Ryan AbramsWells Fargo Advisors wirehouseFreestone Capital Management, LLC otherOtherDec 1, 2016Dec 1, 2016
Jenna M BrazileUBS Financial Services Inc. wirehouseFreestone Capital Management, LLC otherOtherSep 29, 2015Oct 2, 2015
Jennifer Patty DohertyColdstream Wealth Management otherFreestone Capital Management, LLC otherOtherJul 30, 2015Sep 2, 2015 (34 d)
Matthew Allan TigertEnvestnet Pmc otherFreestone Capital Management, LLC otherOtherJul 8, 2015Jul 29, 2015
Robyn Andrea SabinOppenheimer & Co. Inc. otherFreestone Capital Management, LLC otherOtherJun 18, 2015May 29, 2015
Trevor William SharpOppenheimer & Co. Inc. otherFreestone Capital Management, LLC otherOtherJun 18, 2015May 29, 2015
Christine Michelle OppCornerstone Advisors Inc otherFreestone Capital Management, LLC otherOtherAug 16, 2014Sep 9, 2014
Mark FarneyVoya Financial Advisors, Inc. otherFreestone Capital Management, LLC otherOtherJun 5, 2014Jun 2, 2014
Edward Ballard DoubledayCertis Capital Management, Inc. independent RIAFreestone Capital Management, LLC otherOtherMar 27, 2014Sep 11, 2013
Monica J WilliamsRBC Capital Markets, LLC national BDFreestone Capital Management, LLC otherOtherFeb 7, 2014Feb 19, 2014
Vincent Ronald GimarelliBmo Family Office, LLC otherFreestone Capital Management, LLC otherOtherApr 3, 2013Nov 18, 2014 (594 d)
John SwansonWells Fargo Advisors wirehouseFreestone Capital Management, LLC otherOtherJan 10, 2012Jan 9, 2012
Peter Karl ForrasWells Fargo Advisors wirehouseFreestone Capital Management, LLC otherOtherApr 12, 2011Apr 11, 2011
Amanda J BrueggemanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFreestone Capital Management, LLC independent RIAWirehouse to independent RIADec 4, 2010Nov 10, 2022 (4359 d)
Jennifer Jae Young BaickPositive Delta Asset Management LLC otherFreestone Capital Management, LLC otherOtherJul 28, 2010Aug 28, 2013 (1127 d)
Lauren J ThompsonMorgan Stanley wirehouseFreestone Capital Management, LLC otherOtherJun 4, 2010Aug 12, 2011 (434 d)
Robert Philip CarterOppenheimer & Co. Inc. otherFreestone Capital Management, LLC otherOtherMay 20, 2009May 21, 2009
Gary Isaac FurukawaFreestone Capital Management Inc unclassifiedFreestone Capital Management, LLC otherOtherMay 13, 2008Apr 25, 2008
Peter James WicklundFreestone Capital Management Inc unclassifiedFreestone Capital Management, LLC otherOtherMay 13, 2008Apr 25, 2008
Kevin Ira PatrickFreestone Capital Management Inc unclassifiedFreestone Capital Management, LLC otherOtherMay 13, 2008Apr 25, 2008
Erik Konrad MorganFreestone Capital Management Inc unclassifiedFreestone Capital Management, LLC otherOtherMay 13, 2008Apr 25, 2008
Kimberlee Renae HansenFreestone Capital Management Inc unclassifiedFreestone Capital Management, LLC otherOtherMay 13, 2008Apr 25, 2008
Robert Fred MellonFreestone Capital Management Inc unclassifiedFreestone Capital Management, LLC otherOtherMay 13, 2008Apr 25, 2008
Christopher Terrance OdemOppenheimer Asset Management otherFreestone Capital Management, LLC independent RIAOtherNov 14, 2007Nov 2, 2023 (5832 d)
Andrew Wayne ErismanOppenheimer Asset Management otherFreestone Capital Management, LLC otherOtherNov 13, 2007May 21, 2009 (555 d)
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60 moves match.