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 Capital 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 |
|---|---|---|---|---|---|
| Brian Dean Hanna | Fortis Capital Advisors, LLC independent RIA | Garden State Investment Advisory Services, LLC independent RIA | RIA to RIA | Mar 12, 2026 | Mar 12, 2026 |
| William Colbert Heming | Fortis Capital Advisors, LLC independent RIA | Network 1 Financial Advisors Inc. state registered | RIA to a state-registered adviser | Dec 22, 2025 | Jan 9, 2026 |
| Christian Manuel Herrera | Fortis Capital Advisors, LLC independent RIA | Network 1 Financial Advisors Inc. state registered | RIA to a state-registered adviser | Dec 22, 2025 | Jan 9, 2026 |
| Alice Cecilia Mckeon | Fortis Capital Advisors, LLC independent RIA | Network 1 Financial Advisors Inc. state registered | RIA to a state-registered adviser | Dec 22, 2025 | Jan 7, 2026 |
| Horace Damien Riley | Fortis Capital Advisors, LLC independent RIA | Network 1 Financial Advisors Inc. state registered | RIA to a state-registered adviser | Dec 22, 2025 | Jan 9, 2026 |
| Elzbieta Jarzabek | Fortis Capital Advisors, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Aug 18, 2025 | Aug 18, 2025 |
| Joseph Anthony Palumbo | Fortis Capital Advisors, LLC independent RIA | Farther independent RIA | RIA to RIA | Jul 1, 2025 | May 8, 2025 |
| Jeffrey Scott Merkow | Fortis Capital Advisors, LLC independent RIA | Jsm Investment Management state registered | RIA to a state-registered adviser | Jun 30, 2025 | Feb 13, 2026 (228 d) |
| Matthew Anthony Alfonzetti | Fortis Capital Advisors, LLC independent RIA | Farther independent RIA | RIA to RIA | Jun 30, 2025 | May 9, 2025 |
| Daniel Mcgurl | Fortis Capital Advisors, LLC independent RIA | Savvy independent RIA | RIA to RIA | Jun 30, 2025 | Mar 16, 2026 (259 d) |
| James Campbell Balk | Fortis Capital Advisors, LLC independent RIA | American Trust Investment Services Advisory, Inc. state registered | RIA to a state-registered adviser | Apr 29, 2025 | Jun 24, 2025 (56 d) |
| Leonardo Ramirez | Fortis Capital Advisors, LLC independent RIA | Esi Financial Advisors independent RIA | RIA to RIA | Aug 30, 2024 | Feb 13, 2025 (167 d) |
| Kean L. Amaral | Fortis Capital Advisors, LLC independent RIA | United Success Wealth Management state registered | RIA to a state-registered adviser | Jan 3, 2024 | Nov 2, 2023 |
| Edward Thomas Munoz | Fortis Capital Advisors, LLC independent RIA | Fourstar Wealth Advisors, LLC independent RIA | RIA to RIA | Sep 27, 2023 | Oct 24, 2023 |
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14 moves match.