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 Wealth Advisors, 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
Billie L McclainTower Wealth Managers otherFreedom Wealth Advisors, LLC state registeredOtherDec 31, 2021May 4, 2022 (124 d)
Vicki Luanne HohensteinTower Wealth Managers otherFreedom Wealth Advisors, LLC state registeredOtherDec 31, 2021May 4, 2022 (124 d)
Matthew M BickleyTriune Financial Partners, LLC independent RIAFreedom Wealth Advisors, LLC state registeredRIA to a state-registered adviserMay 28, 2020Apr 19, 2024 (1422 d)
Martin Earl BrooksUnited Planners' Financial Services Of America A Limited Partner independent RIAFreedom Wealth Advisors, LLC state registeredRIA to a state-registered adviserDec 23, 2019Jan 16, 2020
Kurt Allen JohnsonMonticello Investment Services, Inc. otherFreedom Wealth Advisors, LLC state registeredOtherAug 10, 2016Aug 29, 2016
Steven Jay WartaUmb Financial Services, Inc. no RAUMFreedom Wealth Advisors, LLC state registeredOtherJul 8, 2010Oct 15, 2010 (99 d)
Paul Allen McclainFci Advisors otherFreedom Wealth Advisors, LLC state registeredOtherApr 2, 2008Jul 20, 2010 (839 d)
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7 moves match.