This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WEITZ INVESTMENT MANAGEMENT, INC.

Current firm class

asset managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 28, 2005earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Oct 28, 2005

First registration

Feb 7, 2007

Dual registered

yes, broker-dealer

IAPD individual key

5022519

• Occurred

  Jan 3, 2023
  Advisor changed firm

  Ryan Tanner Holloman left Tortoiseecofin Investments Partners, Llc for Weitz Investment Management, Inc. (registered 2023-01-23)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0b8bea2b-fa1b-17b6-cae0-a5976260e55f

First observed

Feb 7, 2007

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.