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 Fortitude Advisory Group L.L.C.

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
Michelle Cari Blouin	Fortitude Advisory Group L.L.C. independent RIA	Weitz Financial Group LLC unclassified	Other	May 2, 2024	Sep 12, 2023
Peter Eric Weitz	Fortitude Advisory Group L.L.C. independent RIA	Weitz Financial Group LLC unclassified	Other	Apr 3, 2024	Sep 12, 2023
Kenneth John Peterson	Fortitude Advisory Group L.L.C. independent RIA	Mutual Advisors, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Mar 13, 2024	Feb 28, 2024
James W Sumner	Fortitude Advisory Group L.L.C. independent RIA	Ashton Thomas Private Wealth independent RIA	RIA to RIA	Nov 21, 2022	Jan 6, 2026 (1142 d)
Erik William Ogard	Fortitude Advisory Group L.L.C. independent RIA	Wealthplan Investment Management LLC independent RIA	RIA to RIA	Dec 1, 2021	Jan 14, 2022 (44 d)
Christopher Kevin High	Fortitude Advisory Group L.L.C. independent RIA	Concentio Capital Management, LLC state registered	RIA to a state-registered adviser	Oct 5, 2021	Feb 19, 2016
William James Riddick	Fortitude Advisory Group L.L.C. independent RIA	Riddick & Co Entrepreneurial Finance, LLC state registered	RIA to a state-registered adviser	Aug 12, 2021	Jul 19, 2021
Walter Wayne Mcneer	Fortitude Advisory Group L.L.C. independent RIA	Ask Capital Investment Managers state registered	RIA to a state-registered adviser	Feb 7, 2020	Mar 13, 2017
Jordan Alan Linn	Fortitude Advisory Group L.L.C. independent RIA	One Wealth Investors independent RIA	RIA to RIA	Oct 15, 2019	Oct 25, 2017
Charles Byrd Kitsman	Fortitude Advisory Group L.L.C. independent RIA	Kitsman Investment Management state registered	RIA to a state-registered adviser	Apr 4, 2018	May 1, 2017
Robert Paul Rathbun	Fortitude Advisory Group L.L.C. other	Spring Capital Management independent RIA	Other	Jun 6, 2017	Feb 18, 2017
Richard Earl Mcelreath	Fortitude Advisory Group L.L.C. other	Spring Capital Management independent RIA	Other	May 31, 2017	Apr 19, 2016
Jonathan Andrew Taylor	Fortitude Advisory Group L.L.C. other	Summit Advisor Solutions other	Other	Sep 14, 2016	Feb 16, 2016
Umberto Perez	Fortitude Advisory Group L.L.C. other	Global Wealth Advisors unclassified	Other	Apr 15, 2016	Mar 30, 2009
Denver William Nowicz	Fortitude Advisory Group L.L.C. other	Ashton Thomas Private Wealth other	Other	Feb 2, 2016	Aug 10, 2015
Susanna Joiner Schlangen	Fortitude Advisory Group L.L.C. other	Cox Global Associates Inc other	Other	Feb 1, 2016	May 9, 2017 (463 d)
Douglas Wayne Gill	Fortitude Advisory Group L.L.C. other	Castleview Partners, LLC no RAUM	Other	Dec 31, 2015	Oct 5, 2015
Mary Evette Cavaleri	Fortitude Advisory Group L.L.C. other	Frontier Investment Management Co other	Other	Oct 30, 2015	Nov 20, 2015
Michael Lee Welk	Fortitude Advisory Group L.L.C. other	Brighton Jones LLC other	Other	Apr 14, 2015	May 19, 2015 (35 d)
Keith Eric Singer	Fortitude Advisory Group L.L.C. other	Singer Wealth Advisors Inc. independent RIA	Other	Jan 29, 2015	Jun 4, 2014
Tamara Denise Snider	Fortitude Advisory Group L.L.C. other	Stratos Wealth Partners, Ltd other	Other	Apr 25, 2014	Jun 2, 2014 (38 d)
Mark Lawrence Deutsch	Fortitude Advisory Group L.L.C. other	Cresta Advisors other	Other	Feb 28, 2014	Nov 14, 2013
Robert Philip Schlangen	Fortitude Advisory Group L.L.C. other	Wfg Advisors, LP other	Other	Feb 28, 2014	Aug 22, 2014 (175 d)
Rafael Gutierrez	Fortitude Advisory Group L.L.C. other	Kovack Advisors, Inc. other	Other	Feb 28, 2014	Feb 28, 2014
William Robert Slepcevich	Fortitude Advisory Group L.L.C. other	Questar Asset Management, Inc. other	Other	Feb 28, 2014	Mar 5, 2014
Roberto Sanchez	Fortitude Advisory Group L.L.C. other	Titleist Capital, LLC other	Other	Feb 18, 2014	Sep 13, 2013
Manuel Eugenio Garza	Fortitude Advisory Group L.L.C. other	Cresta Advisors other	Other	Jan 7, 2014	Nov 13, 2013
Mark Paul Collinsworth	Fortitude Advisory Group L.L.C. other	Global Investment Advisory no RAUM	Other	Dec 31, 2013	Oct 28, 2024 (3954 d)
Gregory T. Brooks	Fortitude Advisory Group L.L.C. other	Royal Oak Financial Group independent RIA	Other	Dec 16, 2013	Jan 17, 2014 (32 d)
Christopher Alex Cokinis	Fortitude Advisory Group L.L.C. other	Vsr Advisory Services other	Other	Dec 5, 2013	Dec 9, 2013
Courtney Paige Pregler	Fortitude Advisory Group L.L.C. other	Tolleson Private Wealth Management other	Other	Nov 1, 2013	Aug 27, 2015 (664 d)
Ian Thomas Robertson	Fortitude Advisory Group L.L.C. other	Lyons Wealth Management other	Other	Oct 28, 2013	Oct 24, 2013
Enrique Araiza	Fortitude Advisory Group L.L.C. other	Titleist Capital, LLC other	Other	Oct 28, 2013	Sep 10, 2013
Kevin Dauphinee	Fortitude Advisory Group L.L.C. other	Cathay Consultants Ltd. unclassified	Other	Aug 30, 2013	Oct 18, 2013 (49 d)
Jeremy Gove	Fortitude Advisory Group L.L.C. other	Brookstone Wealth Advisors, LLC independent RIA	Other	Aug 26, 2013	Dec 23, 2019 (2310 d)
Delvis Llanes	Fortitude Advisory Group L.L.C. other	Dynamic other	Other	Jul 26, 2013	Jul 29, 2013
Dnard Arthur	Fortitude Advisory Group L.L.C. other	Strategic Advisers LLC national BD	Other	Jul 22, 2013	Sep 19, 2013 (59 d)
Catherine Gaynell Bailey	Fortitude Advisory Group L.L.C. other	Td Ameritrade, Inc. no RAUM	Other	Jun 20, 2013	Jul 29, 2013 (39 d)
Colin James Boddicker	Fortitude Advisory Group L.L.C. other	Sendero Wealth Management, LLC other	Other	Jun 14, 2013	Jul 2, 2013
Richard Daniel Orred	Fortitude Advisory Group L.L.C. other	On Investment Management Co other	Other	May 30, 2013	May 13, 2013
Brandon Keith Sherbert	Fortitude Advisory Group L.L.C. other	Beacon Financial Group other	Other	May 29, 2013	Sep 27, 2013 (121 d)
Timothy Keith Kulhanek	Fortitude Advisory Group L.L.C. other	Concorde Asset Management, LLC other	Other	Mar 6, 2013	Feb 7, 2013
Mark Richard Courtemanche	Fortitude Advisory Group L.L.C. other	Portfolio Medics, LLC independent RIA	Other	Mar 1, 2013	Feb 20, 2013
Stan Russell Hall	Fortitude Advisory Group L.L.C. other	Awm Services, Inc. no RAUM	Other	Jan 2, 2013	Jun 24, 2009
Joshua David Jordan	Fortitude Advisory Group L.L.C. other	Pruco Securities, LLC other	Other	Nov 12, 2012	Nov 6, 2014 (724 d)
Michael Laurence Digaetano	Fortitude Advisory Group L.L.C. other	Cetera Investment Advisers LLC other	Other	Jul 16, 2012	Nov 24, 2015 (1226 d)
Tamara Leah Higgins	Fortitude Advisory Group L.L.C. other	Fsc Securities Corporation other	Other	May 29, 2012	May 18, 2012
Edgar A Wade	Fortitude Advisory Group L.L.C. other	Cl Wealth Management LLC other	Other	Mar 9, 2012	Mar 9, 2012
Joshua Ryan Dunham	Fortitude Advisory Group L.L.C. other	Wfg Advisors, LP other	Other	Feb 17, 2012	Apr 29, 2009
Katherine Kammerzell Vessenes	Fortitude Advisory Group L.L.C. other	Larson Financial Group, LLC other	Other	Dec 17, 2010	Oct 4, 2010
Mark David Fenton	Fortitude Advisory Group L.L.C. other	Symphonic Financial Advisors LLC other	Other	Jul 30, 2010	Sep 27, 2010 (59 d)
Michael Earl Peebles	Fortitude Advisory Group L.L.C. other	Financial Management, Inc. other	Other	Jan 22, 2010	Feb 2, 2010
Isaac Robert Cockfield	Fortitude Advisory Group L.L.C. other	Resource Horizons Investment Advisory, Inc. other	Other	Jun 10, 2009	Jun 15, 2009
James Neal Turner	Fortitude Advisory Group L.L.C. other	Wfg Advisors, LP other	Other	May 28, 2009	Apr 29, 2009
Shaun Michael Crawley	Fortitude Advisory Group L.L.C. other	Cuna Brokerage Services, Inc. other	Other	Apr 6, 2009	Apr 14, 2009
Antonio Lisi	Fortitude Advisory Group L.L.C. other	Ameritas Advisory Services other	Other	Aug 21, 2008	Oct 29, 2008 (69 d)
Susan Jones Kirkpatrick	Fortitude Advisory Group L.L.C. other	Janney Montgomery Scott LLC other	Other	Jan 9, 2007	Feb 12, 2007 (34 d)
Michael Curt Edelman	Fortitude Advisory Group L.L.C. other	Strategic Advisers LLC national BD	Other	Mar 1, 2006	Dec 2, 2015 (3563 d)

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58 moves match.