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

TACTIVE ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

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

Industry start

Nov 21, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

5derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Nov 21, 2013

First registration

Jan 29, 2014

Dual registered

no

IAPD individual key

6294262

• Occurred

  Aug 9, 2023
  Advisor changed firm

  Joseph Charles Gissy left Capital Management Services, Inc. for Tactive Advisors, Llc (registered 2021-05-24)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:13fd5b05-a9f3-ca94-b09e-98b88c45f076

First observed

Jan 29, 2014

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.