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

Feraud Dodard Calixte

Fortitude Financial Planning LLCstate registeredLand O Lakes, FlIA-onlyIAPD 6146010

Certified Financial Planner

Feed of 09/14/2026

At current firm

1 y

since Jul 1, 2025

In the industry

13 y

since Mar 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Fortitude Financial Planning LLC state registered current
since Jul 1, 2025 · Land O Lakes, Fl
Modera Wealth Management, LLC independent RIA
May 18, 2023 to Mar 12, 2025 · Burlington, Nc
Vantage Pointe Planning unclassified
Feb 5, 2020 to Jun 6, 2023 · Burlington, Nc
Triad Financial Advisors, Inc. former
Jan 31, 2018 to Jan 16, 2020 · Greensboro, Nc
Td Ameritrade, Inc. former
Nov 2, 2017 to Feb 2, 2018 · Cary, Nc
Td Ameritrade Investment Management, LLC former
Nov 2, 2017 to Feb 2, 2018 · Cary, Nc
Pnc Wealth Management BD affiliated
Nov 19, 2013 to Oct 5, 2017 · Charlotte, Nc
Morgan Stanley wirehouse
Mar 4, 2013 to Nov 26, 2013 · Durham, Nc

Moves

a registration end followed by a registration begin elsewhere

Modera Wealth Management, LLC to Fortitude Financial Planning LLC
left Mar 12, 2025, registered Jul 1, 2025 (111 days) · RIA to a state-registered adviser
Vantage Pointe Planning to Modera Wealth Management, LLC
left Jun 6, 2023, registered May 18, 2023 (-19 days) · Other
Triad Financial Advisors, Inc. to Vantage Pointe Planning
left Jan 16, 2020, registered Feb 5, 2020 (20 days) · Other
Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.
left Feb 2, 2018, registered Nov 2, 2017 (-92 days) · channel change inside one enterprise, not a move
Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLC
left Feb 2, 2018, registered Nov 2, 2017 (-92 days) · Other
Pnc Wealth Management to Td Ameritrade, Inc.
left Oct 5, 2017, registered Nov 2, 2017 (28 days) · Other
Morgan Stanley to Pnc Wealth Management
left Nov 26, 2013, registered Nov 19, 2013 (-7 days) · Other

Signals

Feraud Dodard Calixte left Modera Wealth Management, Llc for Fortitude Financial Planning Llc (registered 2025-07-01)
Mar 12, 2025 · Advisor changed firm · fact
Feraud Dodard Calixte left Vantage Pointe Planning for Modera Wealth Management, Llc (registered 2023-05-18)
Jun 6, 2023 · 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: STATE REGISTEREDderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address