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 Fortigent, 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.

AdvisorFromToTypeLeftRegistered
Steven J SnyderFortigent, LLC independent RIALPL Financial LLC otherOtherFeb 6, 2024Jun 17, 2016
Kirby Lepak Horan-AdamsFortigent, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 6, 2024Dec 17, 2021
George Burton WhiteFortigent, LLC independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 2, 2022May 2, 2022
Patrick Charles HomanFortigent, LLC independent RIANestwise LLC no RAUMOtherOct 28, 2020Aug 7, 2012
Brian Gibbon MattoxFortigent, LLC otherAndersen otherOtherJun 7, 2016Jun 2, 2016
Sharon Helene GuptaFortigent, LLC otherDynasty Wealth Management, LLC independent RIAOtherJun 7, 2016Jun 12, 2018 (735 d)
Adam Ira CohenFortigent, LLC otherT. Rowe Price Advisory Services, Inc. independent RIAOtherDec 28, 2015Feb 8, 2018 (773 d)
Laurie Ressin MartinFortigent, LLC otherPitcairn no RAUMOtherOct 30, 2015Jan 8, 2025 (3358 d)
Matt CohenFortigent, LLC otherWest Financial Services, Inc. otherOtherOct 21, 2015Oct 22, 2015
Thomas Steven GlamuzinaFortigent, LLC otherDynasty Wealth Management, LLC otherOtherSep 30, 2015Apr 18, 2017 (566 d)
Nicolas Alejandro RochaFortigent, LLC otherWasmer Schroeder otherOtherJul 9, 2015Sep 11, 2015 (64 d)
Daniel TroschFortigent, LLC otherWest Financial Services, Inc. independent RIAOtherMay 26, 2015Jul 10, 2018 (1141 d)
Joseph Michael MasellaFortigent, LLC otherPrivate Advisor Group, LLC BD affiliatedOtherMay 26, 2015Jul 22, 2022 (2614 d)
Dmitriy KatsnelsonFortigent, LLC otherHighline Wealth Management, LLC otherOtherMay 26, 2015Jun 3, 2015
Colin Michael GerretyFortigent, LLC otherGlassman Wealth Services, LLC otherOtherApr 21, 2015Apr 24, 2015
Ryan William DavisFortigent, LLC otherNext Capital Management LLC independent RIAOtherMar 10, 2015Jun 28, 2021 (2302 d)
Christopher Sandstrom MaxeyFortigent, LLC otherWealthspire Advisors independent RIAOtherFeb 25, 2015Apr 17, 2019 (1512 d)
Barclay Thorndike LeibFortigent, LLC otherSand Spring Advisors LLC state registeredOtherNov 18, 2014Nov 3, 2016 (716 d)
Scott David WelchFortigent, LLC otherCertuity, LLC independent RIAOtherNov 12, 2014Nov 15, 2024 (3656 d)
Chadwick Forrest GivensFortigent, LLC otherNuveen Asset Management, LLC otherOtherApr 29, 2014Jul 29, 2014 (91 d)
Matthew A AndrulotFortigent, LLC otherHightower Advisors, LLC otherOtherFeb 14, 2013Oct 10, 2012
Nathan Michael SonnenbergFortigent, LLC otherGlassman Wealth Services, LLC otherOtherSep 7, 2012Jan 30, 2014 (510 d)
Martin Erik LundgrenFortigent, LLC otherPathstone otherOtherSep 7, 2012Nov 27, 2012 (81 d)
Robert John MileffFortigent, LLC otherPitcairn independent RIAOtherSep 5, 2012Jun 10, 2025 (4661 d)
Adam Ira CohenFortigent, LLC otherWilson Bennett Capital Management Inc otherOtherMar 6, 2012Mar 15, 2012
John Campbell YackelFortigent, LLC otherPgim Investments LLC otherOtherMay 26, 2011Jul 20, 2011 (55 d)
Todd AdelsteinFortigent, LLC otherLPL Financial LLC otherOtherJan 8, 2010Jan 14, 2010
Tracy Lee SilpeFortigent, LLC otherRaymond James Financial Services Advisors, Inc otherOtherJul 1, 2009May 14, 2012 (1048 d)
Evan Robert RatnowFortigent, LLC otherLehman Brothers Inc. unclassifiedOtherApr 1, 2008May 1, 2008
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29 moves match.