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 Fortiphi Financial, 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 |
|---|---|---|---|---|---|
| Paul Jen Seto | Fortiphi Financial, LLC other | Tactive Advisors, LLC mixed wealth | Other | May 19, 2023 | Jan 27, 2025 (619 d) |
| Jeff Edward Flohr | Fortiphi Financial, LLC other | Flohr Asset Management, LLC state registered | Other | Jan 22, 2013 | Jan 11, 2013 |
| Brian Jay Bewley | Fortiphi Financial, LLC other | Generational Wealth Advisors, LLC unclassified | Other | Nov 29, 2010 | Mar 8, 2011 (99 d) |
Page 1 of 1
3 moves match.