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 360 Group 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
Solomon Edward ReevesFortune 360 Group LLC independent RIASecurities America Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 24, 2023Jul 17, 2020
Ronald Lawrence MyersFortune 360 Group LLC independent RIASecurities America Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 24, 2023Jul 17, 2020
David Christopher RoachFortune 360 Group LLC independent RIAAssuredpartners Investment Advisors mixed wealthRIA to RIAFeb 24, 2023Jan 1, 2026 (1042 d)
Dustin Alan JonesFortune 360 Group LLC independent RIAAssuredpartners Investment Advisors independent RIARIA to RIAFeb 24, 2023Oct 21, 2022
Brandi Lyn LobatoFortune 360 Group LLC independent RIAAssuredpartners Investment Advisors independent RIARIA to RIAFeb 24, 2023Dec 1, 2022
Matthew Jay DernisFortune 360 Group LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 31, 2018May 24, 2018
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6 moves match.