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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

FORTUNE 360 GROUP LLC

CRD 282391

PLANTATION, FL

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:d110731a-5c1f-c3f1-4f0a-793605a6860b

Data as of Apr 12, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 8
On other graphs: 0
Observed: Feb 8, 2021 to Apr 12, 2022
15 observations

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $141MItem 5.F on the latest filing (2022-04-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $141M
Private client RAUM: $138MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 4
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 465
Individual clients: 150
High net worth clients: 68
SEC number: 801-120483
CRD: 282391
Filings on the tape: 15
First filed: Feb 8, 2021
Latest filed: Apr 12, 2022
Organised: Limited Liability Company, Florida

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FORTUNE MANAGEMENT GROUP, INC.	Member	D	yes	03/2015	Feb 8, 2021	Apr 12, 2022
MYERS FINANCIAL SERVICES, INC.	Member	D	yes	03/2015	Feb 8, 2021	Apr 12, 2022
MYERS, RONALD, LAWRENCE	MANAGING MEMBER	D	yes	03/2015	Feb 8, 2021	Apr 12, 2022
MYERS, RONALD, LAWRENCE	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	Na	yes	03/2015	Feb 8, 2021	Apr 12, 2022
REEVES, SOLOMON, EDWARD	MANAGING MEMBER	D	yes	03/2015	Feb 8, 2021	Apr 12, 2022

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MYERS FINANCIAL SERVICES, INC.	n/a	n/a	n/a	N	yes	n/a
MYERS TAX SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Kirkland	Wa	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Feb 9, 2022	$141M	$141M	7	4	2	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$141M	n/a	n/a	n/a	n/a	7	n/a	2	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SECURITIES AMERICA ADVISORS, INC.	2	Feb 24, 2023	Jul 17, 2020	PLANTATION, FL	Team lift out	RIA to ibd	40.0%
ASSUREDPARTNERS INVESTMENT ADVISORS	2	Feb 24, 2023	Jan 1, 2026	PLANTATION, FL	Team lift out	RIA to RIA	40.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ASSOCIATED INVESTOR SERVICES, INC.	2	Jul 2, 2015	Mar 23, 2016	FT LAUDERDALE, FL	Team lift out	Other	40.0%

Relationships

Controls (4)

← REEVES, SOLOMON, EDWARDOwnerMANAGING MEMBER, ownership code D, individual
Feb 8, 2021 to presentfactForm ADV
← MYERS, RONALD, LAWRENCEOwnerMANAGING MEMBER, ownership code D, individual
Feb 8, 2021 to presentfactForm ADV
← FORTUNE MANAGEMENT GROUP, INC.OwnerMEMBER, ownership code D, domestic entity
Feb 8, 2021 to presentfactForm ADV
← MYERS FINANCIAL SERVICES, INC.OwnerMEMBER, ownership code D, domestic entity
Feb 8, 2021 to presentfactForm ADV

Moved with (3)

→ ASSUREDPARTNERS INVESTMENT ADVISORSRegistered adviser2 advisors, team lift out, same day
Feb 24, 2023 to Jan 1, 2026factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviser2 advisors, team lift out, same day
Feb 24, 2023 to Jul 17, 2020factForm ADV
← ASSOCIATED INVESTOR SERVICES, INC.Registered adviser2 advisors, team lift out, same day
Jul 2, 2015 to Mar 23, 2016factForm ADV

Registered with (6)

← SOLOMON EDWARD REEVESAdvisorregistration: previous registration
Mar 23, 2016 to Feb 24, 2023factForm ADV
← RONALD LAWRENCE MYERSAdvisorregistration: previous registration
Mar 23, 2016 to Feb 24, 2023factForm ADV
← David Christopher RoachAdvisorregistration: previous registration
Apr 20, 2021 to Feb 24, 2023factForm ADV
← DUSTIN ALAN JONESAdvisorregistration: previous registration
Jul 12, 2018 to Feb 24, 2023factForm ADV
← BRANDI LYN LOBATOAdvisorregistration: previous registration
May 7, 2021 to Feb 24, 2023factForm ADV
← MATTHEW JAY DERNISAdvisorregistration: previous registration
Mar 23, 2016 to May 31, 2018factForm ADV

Dated events

Occurred
Feb 24, 2023
Team lift-out
2 advisors left Fortune 360 Group LLC (Plantation, FL) for Assuredpartners Investment Advisors on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Feb 24, 2023
Team lift-out
2 advisors left Fortune 360 Group LLC (Plantation, FL) for Securities America Advisors, Inc. on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Feb 24, 2023
Advisor changed firm
David Christopher Roach left Fortune 360 Group Llc for Assuredpartners Investment Advisors (registered 2026-01-01)
Form ADVobserved 6 days ago
Occurred
Feb 24, 2023
Advisor changed firm
Brandi Lyn Lobato left Fortune 360 Group Llc for Assuredpartners Investment Advisors (registered 2022-12-01)
Form ADVobserved 6 days ago
Occurred
Feb 24, 2023
Advisor changed firm
Ronald Lawrence Myers left Fortune 360 Group Llc for Securities America Advisors, Inc. (registered 2020-07-17)
Form ADVobserved 6 days ago
Occurred
Feb 24, 2023
Advisor changed firm
Dustin Alan Jones left Fortune 360 Group Llc for Assuredpartners Investment Advisors (registered 2022-10-21)
Form ADVobserved 6 days ago
Occurred
Feb 24, 2023
Advisor changed firm
Solomon Edward Reeves left Fortune 360 Group Llc for Securities America Advisors, Inc. (registered 2020-07-17)
Form ADVobserved 6 days ago
Occurred
Feb 8, 2021
First Form ADV filing
Fortune 360 Group Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d110731a-5c1f-c3f1-4f0a-793605a6860b
First observed: Feb 8, 2021
Last observed: Apr 12, 2022 54 months ago
Source families: Federal regulator filings
3 registered feeds 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.

FORTUNE 360 GROUP LLC

CRD 282391

PLANTATION, FL

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:d110731a-5c1f-c3f1-4f0a-793605a6860b

Data as of Apr 12, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:04 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FORTUNE MANAGEMENT GROUP, INC.

Member

yes

03/2015

Feb 8, 2021

Apr 12, 2022

MYERS FINANCIAL SERVICES, INC.

Member

yes

03/2015

Feb 8, 2021

Apr 12, 2022

MYERS, RONALD, LAWRENCE

MANAGING MEMBER

yes

03/2015

Feb 8, 2021

Apr 12, 2022

MYERS, RONALD, LAWRENCE

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

yes

03/2015

Feb 8, 2021

Apr 12, 2022

REEVES, SOLOMON, EDWARD

MANAGING MEMBER

yes

03/2015

Feb 8, 2021

Apr 12, 2022

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MYERS FINANCIAL SERVICES, INC.

n/a

yes

n/a

MYERS TAX SERVICES, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Kirkland

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Feb 9, 2022

$141M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$141M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SECURITIES AMERICA ADVISORS, INC.

Feb 24, 2023

Jul 17, 2020

PLANTATION, FL

Team lift out

RIA to ibd

40.0%

ASSUREDPARTNERS INVESTMENT ADVISORS

Feb 24, 2023

Jan 1, 2026

PLANTATION, FL

Team lift out

RIA to RIA

40.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ASSOCIATED INVESTOR SERVICES, INC.

Jul 2, 2015

Mar 23, 2016

FT LAUDERDALE, FL

Team lift out

Other

40.0%