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.
Joshua David Zorger
- Business email
- jzorger@fortitudeprivatewealth.comreportedfortitudeprivatewealth.comfirm site, Sep 16, 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.
- Fortitude Private Wealth independent RIA currentsince Oct 31, 2017 · Carmel, In
- Level Four Advisory Services BD affiliatedAug 1, 2014 to Nov 7, 2017 · Carmel, In
- Raymond James Financial Services Advisors, Inc BD affiliatedOct 2, 2013 to Aug 4, 2014 · Carmel, In
- LPL Financial LLC BD affiliatedMar 29, 2007 to Oct 17, 2013 · Chicago, Il
- Banc Of America Investment Services, Inc. unclassifiedMar 15, 2004 to Mar 30, 2007 · Chicago, Il
- Level Four Advisory Services to Fortitude Private Wealthleft Nov 7, 2017, registered Oct 31, 2017 (-7 days) · Other
- Raymond James Financial Services Advisors, Inc to Level Four Advisory Servicesleft Aug 4, 2014, registered Aug 1, 2014 (-3 days) · Other
- LPL Financial LLC to Raymond James Financial Services Advisors, Incleft Oct 17, 2013, registered Oct 2, 2013 (-15 days) · Other
- Banc Of America Investment Services, Inc. to LPL Financial LLCleft Mar 30, 2007, registered Mar 29, 2007 (-1 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address