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RIA / WealthAdvisorCertified Financial Planner29 years in industry

EDWARD ANTHONY BAILS

Advisor at FORTIFIED WEALTH

ELKHART, IN

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Search this name across graphsid dfx:ria:bcbfa2af-5b86-7beb-0f68-1ec279b81483

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 1
On other graphs: 0
Observed: Jul 17, 2002 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: FORTIFIED WEALTH
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 7, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 10
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jun 7, 1997
First registration: Jul 17, 2002
Dual registered: no
Other names: TONY BAILS
IAPD individual key: 2898766

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
FORTIFIED WEALTH	State registered	Aug 8, 2024	n/a	yes	ELKHART, IN	Current employment
ENLIGHTENED FINANCE LLC	Former SEC adviser	Oct 6, 2021	Sep 6, 2024	no	LARGO, FL\|Elkhart, IN	Previous registration
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Sep 19, 2019	Nov 16, 2021	no	Elkhart, IN	Previous registration
ARBOR POINT ADVISORS	Former SEC adviser	Jun 30, 2016	Sep 30, 2019	no	ELKHART, IN\|Elkhart, IN	Previous registration
PRIVATE ADVISOR GROUP, LLC	Bd affiliated wealth	Jan 30, 2015	Jun 30, 2016	no	ELKHART, IN\|MORRISTOWN, NJ	Previous registration
U.S. FINANCIAL ADVISORS	Former SEC adviser	Mar 10, 2014	Feb 21, 2015	no	BRAINTREE, MA	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	May 21, 2009	Feb 24, 2014	no	WALTHAM, MA\|ELKHART, IN\|LOVELAND, CO	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Apr 3, 2006	Jun 8, 2009	no	MISHAWAKA, IN\|APPLETON, WI\|ELKHART, IN	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Oct 31, 2005	Apr 7, 2006	no	ELKHART, IN	Previous registration
SUNAMERICA SECURITIES, INC.	n/a	Jan 7, 2003	Oct 31, 2005	no	ELKHART, IN	Previous registration
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Jul 17, 2002	Jan 2, 2003	no	ELKHART, IN	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
ENLIGHTENED FINANCE LLC	FORTIFIED WEALTH	Sep 6, 2024	Aug 8, 2024	-29	Firm change	RIA to state RIA
AE WEALTH MANAGEMENT, LLC	ENLIGHTENED FINANCE LLC	Nov 16, 2021	Oct 6, 2021	-41	Firm change after gap	Ibd to RIA
ARBOR POINT ADVISORS	AE WEALTH MANAGEMENT, LLC	Sep 30, 2019	Sep 19, 2019	-11	Firm change	Ibd to RIA
PRIVATE ADVISOR GROUP, LLC	ARBOR POINT ADVISORS	Jun 30, 2016	Jun 30, 2016	0	Firm change	Other
U.S. FINANCIAL ADVISORS	PRIVATE ADVISOR GROUP, LLC	Feb 21, 2015	Jan 30, 2015	-22	Firm change	Other
COMMONWEALTH FINANCIAL NETWORK	U.S. FINANCIAL ADVISORS	Feb 24, 2014	Mar 10, 2014	14	Firm change	Other
INVEST FINANCIAL CORPORATION	COMMONWEALTH FINANCIAL NETWORK	Jun 8, 2009	May 21, 2009	-18	Firm change	Other
SAGEPOINT FINANCIAL, INC.	INVEST FINANCIAL CORPORATION	Apr 7, 2006	Apr 3, 2006	-4	Firm change	Other
SUNAMERICA SECURITIES, INC.	SAGEPOINT FINANCIAL, INC.	Oct 31, 2005	Oct 31, 2005	0	Bulk transfer	Other
CUNA BROKERAGE SERVICES, INC.	SUNAMERICA SECURITIES, INC.	Jan 2, 2003	Jan 7, 2003	5	Firm change	Other

Relationships

Registered with (11)

→ FORTIFIED WEALTHRegistered adviserregistration: current employment
Aug 8, 2024 to presentfactForm ADV
→ ENLIGHTENED FINANCE LLCRegistered adviserregistration: previous registration
Oct 6, 2021 to Sep 6, 2024factForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 19, 2019 to Nov 16, 2021factForm ADV
→ ARBOR POINT ADVISORSRegistered adviserregistration: previous registration
Jun 30, 2016 to Sep 30, 2019factForm ADV
→ PRIVATE ADVISOR GROUP, LLCRegistered adviserregistration: previous registration
Jan 30, 2015 to Jun 30, 2016factForm ADV
→ U.S. FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Mar 10, 2014 to Feb 21, 2015factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
May 21, 2009 to Feb 24, 2014factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Apr 3, 2006 to Jun 8, 2009factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Oct 31, 2005 to Apr 7, 2006factForm ADV
→ SUNAMERICA SECURITIES, INC.Registered adviserregistration: previous registration
Jan 7, 2003 to Oct 31, 2005factForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Jul 17, 2002 to Jan 2, 2003factForm ADV

Dated events

Occurred
Sep 6, 2024
Advisor changed firm
Edward Anthony Bails left Enlightened Finance Llc for Fortified Wealth (registered 2024-08-08)
Form ADVobserved 6 days ago