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
Arrivals at Fortress Wealth Management, 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 |
|---|---|---|---|---|---|
| James Andrew Amerman | Adviceperiod, LLC independent RIA | Fortress Wealth Management, Inc. independent RIA | RIA to RIA | Aug 13, 2021 | Aug 26, 2021 |
| Kyle William Jones | Aequitas Wealth Management, LLC independent RIA | Fortress Wealth Management, Inc. independent RIA | RIA to RIA | Apr 8, 2020 | May 8, 2020 |
| Timothy James Nanson | Womack Wealth Management, Inc. other | Fortress Wealth Management, Inc. other | Other | Jun 15, 2017 | Apr 18, 2017 |
| Brad Terrance Baumann | Critical Capital Management, Inc. unclassified | Fortress Wealth Management, Inc. other | Other | Jun 7, 2014 | Feb 3, 2017 (972 d) |
| Arlie Wilson Green | Financial West Group other | Fortress Wealth Management, Inc. other | Other | Jul 7, 2004 | Apr 17, 2012 (2841 d) |
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5 moves match.