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 Coaching, 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 |
|---|---|---|---|---|---|
| Lindsey Lombardo Turner | Mathies Financial Partners independent RIA | Freedom Wealth Coaching, LLC state registered | RIA to a state-registered adviser | Apr 1, 2025 | Apr 3, 2025 |
| Todd C Turk | Colomb Investment Management Company, LLC independent RIA | Freedom Wealth Coaching, LLC state registered | RIA to a state-registered adviser | May 31, 2024 | May 28, 2024 |
| Ben Stuart Harper | Mcbryar Advisory Services, Inc. state registered | Freedom Wealth Coaching, LLC state registered | Other | Oct 13, 2023 | Mar 6, 2023 |
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3 moves match.