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Advisor at FORTUNE WEALTH MANAGEMENT, LLC
DALLAS, 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 |
|---|---|---|---|---|---|---|
| FORTUNE WEALTH MANAGEMENT, LLC | Independent wealth | Jun 29, 2025 | n/a | yes | DALLAS, TX | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Nov 21, 2024 | Feb 28, 2025 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | FORTUNE WEALTH MANAGEMENT, LLC | Feb 28, 2025 | Jun 29, 2025 | 121 | Firm change | Ibd to RIA |