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 Fort Advisors Inc
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 |
|---|---|---|---|---|---|
| Ethan Vincent Gilbert | Fort Advisors Inc no RAUM | Osaic Wealth, Inc. BD affiliated | Other | Mar 2, 2021 | Apr 21, 2025 (1511 d) |
| Noe Lopez | Fort Advisors Inc no RAUM | Austin Private Wealth, LLC independent RIA | Other | Nov 9, 2020 | Apr 7, 2021 (149 d) |
| Reagan Leann Helfand | Fort Advisors Inc no RAUM | Ameriprise Financial Services, LLC national BD | Other | Mar 25, 2020 | Feb 11, 2021 (323 d) |
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3 moves match.