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RIA / WealthAdvisor24 years in industry

CASI JEAN FORS

Advisor at FORS FINANCIAL

PORT ANGELES, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c817b8e9-21a2-fe5a-9efc-5c3686f31b6b

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

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 17, 2005 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: FORS FINANCIAL
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: Sep 13, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Sep 13, 2002
First registration: Nov 17, 2005
Dual registered: no
Other names: CASI JEAN TWETER
IAPD individual key: 4511451

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
FORS FINANCIAL	Independent wealth	Apr 22, 2025	n/a	yes	PORT ANGELES, WA	Current employment
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	Former SEC adviser	Apr 30, 2013	Jun 11, 2025	no	OLYMPIA, WA\|Port Angeles, WA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 19, 2009	Nov 2, 2015	no	PORT ANGELES, WA\|SEQUIM, WA\|PORT ANGELES, WA	Previous registration
HALLETT ADVISORS	Former SEC adviser	Nov 17, 2005	Oct 2, 2009	no	PORT ANGELES, WA	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
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	FORS FINANCIAL	Jun 11, 2025	Apr 22, 2025	-50	Firm change after gap	RIA to new firm
LPL FINANCIAL LLC	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	Nov 2, 2015	Apr 30, 2013	-916	Firm change after gap	Other
HALLETT ADVISORS	LPL FINANCIAL LLC	Oct 2, 2009	Oct 19, 2009	17	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
151298:335705:WA:2025-06-11	Jun 11, 2025	Apr 22, 2025	PORT ANGELES, WA	Firm change after gap
6413:151298:WA:2015-10-28	Nov 2, 2015	Apr 30, 2013	PORT ANGELES, WA	Firm change after gap

Relationships

Registered with (4)

→ FORS FINANCIALRegistered adviserregistration: current employment
Apr 22, 2025 to presentfactForm ADV
→ FINANCIAL ADVOCATES INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Apr 30, 2013 to Jun 11, 2025factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 19, 2009 to Nov 2, 2015factForm ADV
→ HALLETT ADVISORSRegistered adviserregistration: previous registration
Nov 17, 2005 to Oct 2, 2009factForm ADV

Dated events

Occurred
Jun 11, 2025
Advisor changed firm
Casi Jean Fors left Financial Advocates Investment Management for Fors Financial (registered 2025-04-22)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c817b8e9-21a2-fe5a-9efc-5c3686f31b6b
First observed: Nov 17, 2005
Last observed: Sep 14, 2026 7 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.

CASI JEAN FORS

Advisor at FORS FINANCIAL

PORT ANGELES, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c817b8e9-21a2-fe5a-9efc-5c3686f31b6b

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

Firm

Class

Began

Ended

Current

Branch

Basis

FORS FINANCIAL

Independent wealth

Apr 22, 2025

n/a

yes

PORT ANGELES, WA

Current employment

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Former SEC adviser

Apr 30, 2013

Jun 11, 2025

OLYMPIA, WA|Port Angeles, WA

Previous registration

LPL FINANCIAL LLC

Bd affiliated wealth

Oct 19, 2009

Nov 2, 2015

PORT ANGELES, WA|SEQUIM, WA|PORT ANGELES, WA

Previous registration

HALLETT ADVISORS

Former SEC adviser

Nov 17, 2005

Oct 2, 2009

PORT ANGELES, WA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

FORS FINANCIAL

Jun 11, 2025

Apr 22, 2025

-50

Firm change after gap

RIA to new firm

LPL FINANCIAL LLC

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Nov 2, 2015

Apr 30, 2013

-916

Firm change after gap

Other

HALLETT ADVISORS

LPL FINANCIAL LLC

Oct 2, 2009

Oct 19, 2009

Firm change

Other

Team

Left

Joined

From

Kind

151298:335705:WA:2025-06-11

Jun 11, 2025

Apr 22, 2025

PORT ANGELES, WA

Firm change after gap

6413:151298:WA:2015-10-28

Nov 2, 2015

Apr 30, 2013

PORT ANGELES, WA

Firm change after gap