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.
Advisor moves
Departures from Forte Capital LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jeffrey Eaton Hough | Forte Capital LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Oct 1, 2025 | Sep 11, 2025 |
| Richard Brent Nathan | Forte Capital LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Oct 1, 2025 | Sep 4, 2025 |
| Christopher Baehne Marvin | Forte Capital LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Oct 1, 2025 | Sep 23, 2025 |
| Dennis Elmer Lohouse | Forte Capital LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Oct 1, 2025 | Sep 3, 2025 |
| Edmond David Sheidlower | Forte Capital LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Oct 1, 2025 | Sep 3, 2025 |
| Christopher Anthony Cardali | Forte Capital LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Oct 1, 2025 | Sep 8, 2025 |
| Larry Howard Rabinowitz | Forte Capital LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Oct 1, 2025 | Sep 5, 2025 |
| Adil G Masood | Forte Capital LLC independent RIA | Achieve Wealth Partners LLC no RAUM | Other | Oct 1, 2025 | May 7, 2021 |
| Sonu Johar | Forte Capital LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Oct 1, 2025 | Sep 3, 2025 |
| David William Henion | Forte Capital LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Oct 1, 2025 | Sep 4, 2025 |
| Barbara Sayers Bensink | Forte Capital LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Oct 1, 2025 | Sep 2, 2025 |
| Michael Joseph Garzi | Forte Capital LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Oct 1, 2025 | Sep 5, 2025 |
| Marcin Piotr Ciolek | Forte Capital LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Oct 1, 2025 | Sep 5, 2025 |
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13 moves match.