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 Fortress Wealth Management, Inc.

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.

AdvisorFromToTypeLeftRegistered
Arlie Wilson GreenFortress Wealth Management, Inc. independent RIAMjm401k, LLC otherOtherMar 4, 2026Jan 12, 2018
Timothy James NansonFortress Wealth Management, Inc. independent RIAFarther independent RIARIA to RIAMar 4, 2026Dec 15, 2025
James Andrew AmermanFortress Wealth Management, Inc. independent RIAFirst Command Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankApr 21, 2023Jul 22, 2024 (458 d)
Kyle William JonesFortress Wealth Management, Inc. independent RIACooper Mcmanus independent RIARIA to RIAApr 13, 2022Apr 4, 2022
Brad Terrance BaumannFortress Wealth Management, Inc. independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2018Jun 6, 2019 (157 d)
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5 moves match.