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 Fortune Financial Advisors, 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
David W FreisnerFortune Financial Advisors, LLC independent RIAKonza Global Wealth Group no RAUMRIA to a newly registered adviserSep 30, 2024Jul 8, 2024
Jacob Michael BossertFortune Financial Advisors, LLC independent RIAKonza Global Wealth Group no RAUMRIA to a newly registered adviserSep 30, 2024Jul 3, 2024
Jimmy Ray TurnerFortune Financial Advisors, LLC independent RIASii Investments, Inc. otherOtherJun 14, 2018Feb 12, 2014
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3 moves match.