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 Fortis Group 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Matthew Conroy | Fortis Group Advisors LLC independent RIA | Conroy Capital LLC state registered | RIA to a state-registered adviser | Nov 3, 2025 | Nov 5, 2025 |
| Bridget Dorothy Scala | Fortis Group Advisors LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 10, 2025 | Jun 6, 2025 |
| John Anthony Naphor | Fortis Group Advisors LLC independent RIA | Paradigm Wealth Advisory LLC independent RIA | RIA to RIA | Apr 1, 2024 | Apr 4, 2024 |
| Kevin Dru Korondi | Fortis Group Advisors LLC independent RIA | Paradigm Wealth Advisory LLC independent RIA | RIA to RIA | Apr 1, 2024 | Apr 4, 2024 |
| Robert J Sand | Fortis Group Advisors LLC independent RIA | Vision Wealth Advisory state registered | RIA to a state-registered adviser | Feb 5, 2024 | Mar 18, 2024 (42 d) |
| Neil Kenneth Piper | Fortis Group Advisors LLC independent RIA | The Private Client Advisory Group, LLC no RAUM | RIA to a newly registered adviser | Nov 1, 2021 | Jan 8, 2021 |
| Mark Anthony Faccone | Fortis Group Advisors LLC independent RIA | The Private Client Advisory Group, LLC no RAUM | RIA to a newly registered adviser | Mar 24, 2021 | Jan 8, 2021 |
| Katrina Bowers Falke | Fortis Group Advisors LLC independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Jan 4, 2021 | Jan 4, 2021 |
| Jeffrey Allen Falke | Fortis Group Advisors LLC independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Nov 30, 2020 | Dec 1, 2020 |
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9 moves match.