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

FORTEM FINANCIAL GROUP, 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

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66

First exam

Oct 8, 2021

First registration

Oct 18, 2021

Dual registered

no

Other names

Cole Robert Pine|Cole Pine|Cole R Pine

IAPD individual key

7131145

• Occurred

  Sep 9, 2024
  Advisor changed firm

  Cole Robert Pine left Mml Investors Services, Llc for Fortem Financial Group, Llc (registered 2024-10-02)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:753b5d52-7bfc-26ec-b48b-331c60c50228

First observed

Oct 18, 2021

Last observed

Sep 15, 2026 4 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.