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Advisor at FORTIFY WEALTH, INC.
ST. LOUIS, MO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FORTIFY WEALTH, INC. | Independent wealth | Jul 16, 2018 | n/a | yes | ST. LOUIS, MO | Current employment |
| MOSAIC FAMILY WEALTH, LLC | Former SEC adviser | Aug 1, 2016 | Apr 25, 2018 | no | St. Louis, MO | Previous registration |
| MONETA GROUP INVESTMENT ADVISORS, LLC | Independent wealth | Jun 12, 2013 | Jul 29, 2016 | no | ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MOSAIC FAMILY WEALTH, LLC | FORTIFY WEALTH, INC. | Apr 25, 2018 | Jul 16, 2018 | 82 | Firm change | RIA to RIA |
| MONETA GROUP INVESTMENT ADVISORS, LLC | MOSAIC FAMILY WEALTH, LLC | Jul 29, 2016 | Aug 1, 2016 | 3 | Firm change | Other |