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Advisor at FORT EAGLE WEALTH MANAGEMENT
FORT WORTH, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FORT EAGLE WEALTH MANAGEMENT | State registered | Feb 3, 2025 | n/a | yes | FORT WORTH, TX | Current employment |
| FORTIS CAPITAL ADVISORS, LLC | Independent wealth | Jun 23, 2025 | Jul 8, 2025 | no | Keller, TX|PRAIRIE VILLAGE, KS | Previous registration |
| FORT EAGLE WEALTH MANAGEMENT | State registered | Jan 23, 2024 | Dec 31, 2024 | no | FORT WORTH, TX | Previous registration |
| FORT EAGLE WEALTH MANAGEMENT | State registered | Feb 17, 2023 | Dec 31, 2023 | no | FORT WORTH, TX | Previous registration |
| FORT EAGLE WEALTH MANAGEMENT | State registered | Dec 15, 2021 | Dec 31, 2022 | no | FORT WORTH, TX | Previous registration |
| WESTLAKE WEALTH MANAGEMENT, LLC | Former SEC adviser | Oct 11, 2019 | Oct 26, 2021 | no | ROANOKE, TX | Previous registration |
| EDWARD JONES | National bd RIA | Apr 13, 2015 | Oct 21, 2019 | no | FORT WORTH, TX|WELLINGTON, TX|ST LOUIS, MO|FORT WORTH, TX|FT WORTH, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FORTIS CAPITAL ADVISORS, LLC | n/a | Jul 8, 2025 | n/a | n/a | Departure no registered destination | Departure |
| WESTLAKE WEALTH MANAGEMENT, LLC | FORT EAGLE WEALTH MANAGEMENT | Oct 26, 2021 | Dec 15, 2021 | 50 | Firm change | RIA to state RIA |
| EDWARD JONES | WESTLAKE WEALTH MANAGEMENT, LLC | Oct 21, 2019 | Oct 11, 2019 | -10 | Firm change | Ibd to RIA |