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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
B•••• P••• A•••••
- Title
- Chief Executive Officerreportedfortemloans.comfirm site, Sep 15, 2026
- Business email
- bamidei@fortemloans.comreportedfortemloans.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- F••••• F•••••••• G••••• L•• independent RIA currentsince Jul 20, 2018 · Palm Desert, Ca
- F••••• F••••••••• L•• formerJul 25, 2016 to Feb 9, 2018 · Palm Desert, Ca
- H•••••••• A•••••••• L•• BD affiliatedApr 29, 2011 to Jul 15, 2016 · Palm Desert, Ca
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseSep 21, 1998 to May 3, 2011 · Indian Wells, Ca
- F••••• F••••••••• L•• to F••••• F•••••••• G••••• L••left Feb 9, 2018, registered Jul 20, 2018 (161 days) · channel change inside one enterprise, not a move · moved with a team
- H•••••••• A•••••••• L•• to F••••• F••••••••• L••left Jul 15, 2016, registered Jul 25, 2016 (10 days) · Other · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to H•••••••• A•••••••• L••left May 3, 2011, registered Apr 29, 2011 (-4 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address