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RIA / WealthAdvisor23 years in industry

JOHN ALAN THOMAS

Advisor at FORTIS WEALTH MANAGEMENT, LLC

AMERICAN FORK, UT

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Search this name across graphsid dfx:ria:c87c8dc8-77fb-0f1a-7c17-39ea07148fad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 29, 2013 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: FORTIS WEALTH MANAGEMENT, LLC
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: Apr 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Oct 28, 2013
First registration: Oct 29, 2013
Dual registered: no
Other names: JOHNNY A. THOMAS
IAPD individual key: 4241246

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
FORTIS WEALTH MANAGEMENT, LLC	State registered	Oct 7, 2022	n/a	yes	AMERICAN FORK, UT	Current employment
FOXSTONE FINANCIAL	State registered	Apr 26, 2022	Feb 7, 2023	no	AMERICAN FORK, UT\|LONE TREE, CO	Previous registration
CG ADVISORY SERVICES	Independent wealth	Feb 19, 2016	May 17, 2022	no	American Fork, UT\|WILLIAMSTON, MI	Previous registration
ALLEGIS INVESTMENT ADVISORS, LLC	Former SEC adviser	Oct 29, 2013	Feb 12, 2016	no	PLEASANT GROVE, UT\|IDAHO FALLS, ID\|PLEASANT GROVE, UT\|AMERICAN FORK, UT	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
FOXSTONE FINANCIAL	FORTIS WEALTH MANAGEMENT, LLC	Feb 7, 2023	Oct 7, 2022	-123	Firm change after gap	Other
CG ADVISORY SERVICES	FOXSTONE FINANCIAL	May 17, 2022	Apr 26, 2022	-21	Firm change	RIA to state RIA
ALLEGIS INVESTMENT ADVISORS, LLC	CG ADVISORY SERVICES	Feb 12, 2016	Feb 19, 2016	7	Firm change	Other

Relationships

Registered with (4)

→ FORTIS WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Oct 7, 2022 to presentfactForm ADV
→ FOXSTONE FINANCIALRegistered adviserregistration: previous registration
Apr 26, 2022 to Feb 7, 2023factForm ADV
→ CG ADVISORY SERVICESRegistered adviserregistration: previous registration
Feb 19, 2016 to May 17, 2022factForm ADV
→ ALLEGIS INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 29, 2013 to Feb 12, 2016factForm ADV

Dated events

Occurred
Feb 7, 2023
Advisor changed firm
John Alan Thomas left Foxstone Financial for Fortis Wealth Management, Llc (registered 2022-10-07)
Form ADVobserved 4 days ago
Occurred
May 17, 2022
Advisor changed firm
John Alan Thomas left Cg Advisory Services for Foxstone Financial (registered 2022-04-26)
Form ADVobserved 4 days ago