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 Byrne Financial Freedom, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jack Arduin | Ameriprise Financial Services, LLC national BD | Byrne Financial Freedom, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 19, 2026 | Jun 4, 2026 |
| Ryan James Mccormick | Gibraltar Wealth Management, LLC independent RIA | Byrne Financial Freedom, LLC independent RIA | RIA to RIA | Apr 10, 2024 | Apr 19, 2024 |
| Jessica Beckett | Wells Fargo Advisors wirehouse | Byrne Financial Freedom, LLC independent RIA | Wirehouse to independent RIA | Mar 15, 2022 | Jul 13, 2023 (485 d) |
| Jason Scott Weiss | Santander Securities other | Byrne Financial Freedom, LLC other | Other | Dec 14, 2016 | Dec 12, 2016 |
| James Gary Walsh | J.P. Morgan Securities LLC wirehouse | Byrne Financial Freedom, LLC other | Other | Sep 19, 2007 | Aug 19, 2013 (2161 d) |
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5 moves match.