DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

William Samuel Borleis

Tactive Advisors, LLCindependent RIASpring Hill, Tn IA-onlyIAPD 2285245

Feed of 09/14/2026

Also filed as Bil Borleis

At current firm

0 y

since Feb 13, 2026

In the industry

33 y

since Oct 12, 1992 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Tactive Advisors, LLC independent RIA current
since Feb 13, 2026 · Spring Hill, Tn
Cabin Advisors, LLC independent RIA
Apr 2, 2025 to Feb 10, 2026 · Overland Park, Ks
Arete Wealth Advisors, LLC BD affiliated
Dec 5, 2022 to May 1, 2025 · Spring Hill, Tn
Center Street Advisors, Inc. former
Jan 30, 2017 to Dec 6, 2022 · Spring Hill, Tn
LPL Financial LLC BD affiliated
Jun 30, 2014 to Apr 17, 2015 · Brentwood, Tn
Compass Advisory Partners LLC former
Jul 14, 2008 to Oct 14, 2013 · Brentwood, Tn
Fsc Securities Corporation former
Mar 26, 2004 to Nov 2, 2006 · Brentwood, Tn

Moves

a registration end followed by a registration begin elsewhere

Cabin Advisors, LLC to Tactive Advisors, LLC
left Feb 10, 2026, registered Feb 13, 2026 (3 days) · RIA to RIA
Arete Wealth Advisors, LLC to Cabin Advisors, LLC
left May 1, 2025, registered Apr 2, 2025 (-29 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Center Street Advisors, Inc. to Arete Wealth Advisors, LLC
left Dec 6, 2022, registered Dec 5, 2022 (-1 days) · RIA to affiliated broker-dealer or bank
LPL Financial LLC to Center Street Advisors, Inc.
left Apr 17, 2015, registered Jan 30, 2017 (654 days) · Other
Compass Advisory Partners LLC to LPL Financial LLC
left Oct 14, 2013, registered Jun 30, 2014 (259 days) · Other
Fsc Securities Corporation to Compass Advisory Partners LLC
left Nov 2, 2006, registered Jul 14, 2008 (620 days) · Other

Signals

William Samuel Borleis left Cabin Advisors, Llc for Tactive Advisors, Llc (registered 2026-02-13)
Feb 10, 2026 · Advisor changed firm · fact
William Samuel Borleis left Arete Wealth Advisors, Llc for Cabin Advisors, Llc (registered 2025-04-02)
May 1, 2025 · Advisor changed firm · fact
William Samuel Borleis left Center Street Advisors, Inc. for Arete Wealth Advisors, Llc (registered 2022-12-05)
Dec 6, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address