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 Financial Solutions, 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 |
|---|---|---|---|---|---|
| Adam Jacob Amante | Fortress Financial Solutions, LLC independent RIA | Redhawk Wealth Advisors, Inc. other | Other | Jan 2, 2025 | May 27, 2008 |
| Theresa Morrison | Fortress Financial Solutions, LLC independent RIA | Beckett Collective state registered | RIA to a state-registered adviser | Apr 8, 2020 | Mar 5, 2020 |
| Nicholas Daniel Pietro Gelso | Fortress Financial Solutions, LLC independent RIA | Beckett Collective state registered | RIA to a state-registered adviser | Apr 8, 2020 | Mar 5, 2020 |
| Jason Matthew Lazarow | Fortress Financial Solutions, LLC independent RIA | Lazarow Wealth Management state registered | RIA to a state-registered adviser | Jan 27, 2017 | Jan 6, 2017 |
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4 moves match.