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RIA / WealthAdvisor33 years in industry

WILLIAM SAMUEL BORLEIS

Advisor at TACTIVE ADVISORS, LLC

Spring Hill, TN | SARASOTA, FL

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Search this name across graphsid dfx:ria:91ec3540-2da7-38d0-4502-a78f9fe25865

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Mar 26, 2004 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Oct 12, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Oct 12, 1992
First registration: Mar 26, 2004
Dual registered: no
Other names: BIL BORLEIS|BILL BORLEIS|H WILLIAM BORLEIS|HERBERT WILLIAM BORLEIS|H WILLIAM BORLEIS
IAPD individual key: 2285245

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TACTIVE ADVISORS, LLC	Independent wealth	Feb 13, 2026	n/a	yes	Spring Hill, TN\|SARASOTA, FL	Current employment
CABIN ADVISORS, LLC	Independent wealth	Apr 2, 2025	Feb 10, 2026	no	OVERLAND PARK, KS\|Spring Hill, TN	Previous registration
ARETE WEALTH ADVISORS, LLC	Bd affiliated wealth	Dec 5, 2022	May 1, 2025	no	Spring Hill, TN\|CHICAGO, IL	Previous registration
CENTER STREET ADVISORS, INC.	Former SEC adviser	Jan 30, 2017	Dec 6, 2022	no	SPRING HILL, TN\|Nashville, TN\|NASHVILLE, TN	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 30, 2014	Apr 17, 2015	no	BRENTWOOD, TN\|SPRING HILL, TN	Previous registration
COMPASS ADVISORY PARTNERS LLC	Former SEC adviser	Jul 14, 2008	Oct 14, 2013	no	BRENTWOOD, TN	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Mar 26, 2004	Nov 2, 2006	no	BRENTWOOD, TN\|BRENTWOOD, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CABIN ADVISORS, LLC	TACTIVE ADVISORS, LLC	Feb 10, 2026	Feb 13, 2026	3	Firm change	RIA to RIA
ARETE WEALTH ADVISORS, LLC	CABIN ADVISORS, LLC	May 1, 2025	Apr 2, 2025	-29	Firm change	Ibd to RIA
CENTER STREET ADVISORS, INC.	ARETE WEALTH ADVISORS, LLC	Dec 6, 2022	Dec 5, 2022	-1	Firm change	RIA to ibd
LPL FINANCIAL LLC	CENTER STREET ADVISORS, INC.	Apr 17, 2015	Jan 30, 2017	654	Firm change after gap	Other
COMPASS ADVISORY PARTNERS LLC	LPL FINANCIAL LLC	Oct 14, 2013	Jun 30, 2014	259	Firm change	Other
FSC SECURITIES CORPORATION	COMPASS ADVISORY PARTNERS LLC	Nov 2, 2006	Jul 14, 2008	620	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
145488:312547:IL:2025-05-01	May 1, 2025	Apr 2, 2025	CHICAGO, IL	Firm change

Relationships

Registered with (7)

→ TACTIVE ADVISORS, LLCRegistered adviserregistration: current employment
Feb 13, 2026 to presentfactForm ADV
→ CABIN ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 2, 2025 to Feb 10, 2026factForm ADV
→ ARETE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 5, 2022 to May 1, 2025factForm ADV
→ CENTER STREET ADVISORS, INC.Registered adviserregistration: previous registration
Jan 30, 2017 to Dec 6, 2022factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 30, 2014 to Apr 17, 2015factForm ADV
→ COMPASS ADVISORY PARTNERS LLCRegistered adviserregistration: previous registration
Jul 14, 2008 to Oct 14, 2013factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Mar 26, 2004 to Nov 2, 2006factForm ADV

Dated events

Occurred
Feb 10, 2026
Advisor changed firm
William Samuel Borleis left Cabin Advisors, Llc for Tactive Advisors, Llc (registered 2026-02-13)
Form ADVobserved 5 days ago
Occurred
May 1, 2025
Advisor changed firm
William Samuel Borleis left Arete Wealth Advisors, Llc for Cabin Advisors, Llc (registered 2025-04-02)
Form ADVobserved 5 days ago
Occurred
Dec 6, 2022
Advisor changed firm
William Samuel Borleis left Center Street Advisors, Inc. for Arete Wealth Advisors, Llc (registered 2022-12-05)
Form ADVobserved 5 days ago