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

Meridith Louise Hutchens

Fortis Portfolio Solutions, LLCindependent RIAChicago, IlIA-onlyIAPD 2370626

Feed of 09/14/2026

Also filed as Meridith Louise Jackson

At current firm

5 y

since Sep 14, 2021

In the industry

22 y

since Nov 17, 2003 (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

Fortis Portfolio Solutions, LLC independent RIA current
since Sep 14, 2021 · Chicago, Il
Corecap Advisors BD affiliated
May 10, 2017 to Dec 26, 2024 · The Woodlands, Tx
Polaris Wealth Advisory Group former
Nov 15, 2013 to Jun 29, 2017 · San Rafael, Ca
Financial Advisers Of America, LLC former
Mar 9, 2010 to Sep 30, 2011 · Carlsbad, Ca
Crossroads Advisory Group unclassified
Sep 15, 2008 to Dec 31, 2008 · Crystal Lake, Il
Crossroads Advisory Group unclassified
Sep 15, 2008 to Nov 11, 2013 · Crystal Lake, Il
Securities America Advisors, Inc. former
Jun 20, 2008 to Aug 27, 2008 · Village Of Lakewood, Il
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jul 21, 2005 to Jun 11, 2008 · Crystal Lake, Il
Valic Financial Advisors, Inc. BD affiliated
Dec 3, 2004 to Jul 7, 2005 · Peoria, Il

Moves

a registration end followed by a registration begin elsewhere

Corecap Advisors to Fortis Portfolio Solutions, LLC
left Dec 26, 2024, registered Sep 14, 2021 (-1199 days) · Other
Polaris Wealth Advisory Group to Corecap Advisors
left Jun 29, 2017, registered May 10, 2017 (-50 days) · Other
Crossroads Advisory Group to Financial Advisers Of America, LLC
left Nov 11, 2013, registered Mar 9, 2010 (-1343 days) · Other
Financial Advisers Of America, LLC to Polaris Wealth Advisory Group
left Sep 30, 2011, registered Nov 15, 2013 (777 days) · Other
Securities America Advisors, Inc. to Crossroads Advisory Group
left Aug 27, 2008, registered Sep 15, 2008 (19 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Securities America Advisors, Inc.
left Jun 11, 2008, registered Jun 20, 2008 (9 days) · Other
Valic Financial Advisors, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Jul 7, 2005, registered Jul 21, 2005 (14 days) · Other

Signals

Meridith Louise Hutchens left Corecap Advisors for Fortis Portfolio Solutions, Llc (registered 2021-09-14)
Dec 26, 2024 · 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: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address