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 Fortitude Advisory Group L.L.C.

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
Kenneth John Peterson	Alpha Cubed Investments, LLC independent RIA	Fortitude Advisory Group L.L.C. other	Other	Mar 1, 2024	Mar 16, 2017
Christopher Vernon Kimball	Money Concepts Advisory Service BD affiliated	Fortitude Advisory Group L.L.C. independent RIA	Affiliated broker-dealer or bank to independent RIA	Mar 1, 2023	Dec 9, 2022
Gregory Vincent Mallia	Private Advisor Group, LLC BD affiliated	Fortitude Advisory Group L.L.C. independent RIA	Affiliated broker-dealer or bank to independent RIA	May 26, 2022	Nov 4, 2021
Maia Devon Thomas	E2i Advisors, LLC independent RIA	Fortitude Advisory Group L.L.C. independent RIA	RIA to RIA	Dec 31, 2021	Dec 16, 2024 (1081 d)
Peter Eric Weitz	E2i Advisors, LLC independent RIA	Fortitude Advisory Group L.L.C. independent RIA	RIA to RIA	Dec 31, 2021	Oct 29, 2021
Steven Theodore Farr	Edward Jones national BD	Fortitude Advisory Group L.L.C. independent RIA	Affiliated broker-dealer or bank to independent RIA	Mar 15, 2021	May 5, 2021 (51 d)
Stacy Ethyl Shields	Dynamic independent RIA	Fortitude Advisory Group L.L.C. independent RIA	RIA to RIA	Dec 31, 2020	Jan 4, 2021
Jacinta Therese Earl	Commonwealth Financial Network national BD	Fortitude Advisory Group L.L.C. independent RIA	Affiliated broker-dealer or bank to independent RIA	Aug 10, 2020	Dec 2, 2022 (844 d)
Andrew Lucas Finnigan	Commonwealth Financial Network national BD	Fortitude Advisory Group L.L.C. independent RIA	Affiliated broker-dealer or bank to independent RIA	Nov 4, 2019	Nov 5, 2019
Erik William Ogard	Monea Investments, LLC unclassified	Fortitude Advisory Group L.L.C. independent RIA	Other	Apr 27, 2018	Jul 22, 2021 (1182 d)
Delvis Llanes	Allegiant Financial Advisors, LLC state registered	Fortitude Advisory Group L.L.C. other	Other	Jan 19, 2017	Jun 3, 2013
Craig Douglas Johnsen	Private Advisory other	Fortitude Advisory Group L.L.C. other	Other	Oct 4, 2016	Jan 3, 2017 (91 d)
Ryan Christopher Finnigan	Private Advisory other	Fortitude Advisory Group L.L.C. other	Other	Oct 4, 2016	Oct 10, 2016
Michael Laurence Digaetano	J P Turner & Company Capital Management, LLC other	Fortitude Advisory Group L.L.C. other	Other	Dec 4, 2015	Feb 6, 2012
Douglas Wayne Gill	Summit Advisor Solutions other	Fortitude Advisory Group L.L.C. other	Other	Oct 14, 2015	May 26, 2003
Michael Lee Welk	Sca other	Fortitude Advisory Group L.L.C. other	Other	Mar 12, 2015	Mar 12, 2015
Robert Philip Schlangen	Summit Advisor Solutions other	Fortitude Advisory Group L.L.C. other	Other	Feb 28, 2014	Nov 20, 2013
Ruben Rene Ramirez	Advisors Asset Management, Inc. other	Fortitude Advisory Group L.L.C. independent RIA	Other	Aug 28, 2013	Jan 7, 2022 (3054 d)
Roberto Sanchez	Oakview Capital Management, L.P. other	Fortitude Advisory Group L.L.C. other	Other	Jan 11, 2013	Sep 29, 2011
Jeremy Gove	Summit Advisor Solutions other	Fortitude Advisory Group L.L.C. other	Other	Feb 23, 2012	Feb 23, 2012
Christopher Alex Cokinis	Voya Financial Advisors, Inc. other	Fortitude Advisory Group L.L.C. other	Other	Feb 3, 2012	Mar 22, 2012 (48 d)
Tamara Denise Snider	Nfp Advisor Services, LLC other	Fortitude Advisory Group L.L.C. other	Other	Jan 30, 2012	Apr 10, 2012 (71 d)
William James Riddick	Dernis Financial unclassified	Fortitude Advisory Group L.L.C. other	Other	Dec 31, 2011	Apr 5, 2012 (96 d)
Timothy Keith Kulhanek	Sca other	Fortitude Advisory Group L.L.C. other	Other	Dec 31, 2011	Mar 5, 2012 (65 d)
Colin James Boddicker	Oakview Capital Management, L.P. other	Fortitude Advisory Group L.L.C. other	Other	Nov 1, 2011	Oct 20, 2011
Joshua David Jordan	Msi Financial Services, Inc. other	Fortitude Advisory Group L.L.C. other	Other	Sep 16, 2011	Mar 15, 2012 (181 d)
Tamara Leah Higgins	Much Wealth Management, Inc. state registered	Fortitude Advisory Group L.L.C. other	Other	Sep 14, 2011	Jul 13, 2011
Mark Lawrence Deutsch	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Fortitude Advisory Group L.L.C. other	Other	Sep 12, 2011	Sep 9, 2011
Rafael Gutierrez	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Fortitude Advisory Group L.L.C. other	Other	Sep 12, 2011	Sep 9, 2011
Manuel Eugenio Garza	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Fortitude Advisory Group L.L.C. other	Other	Sep 12, 2011	Sep 9, 2011
Ronald Joseph Weintraub	Workman Securities Corporation unclassified	Fortitude Advisory Group L.L.C. other	Other	Jul 1, 2011	Jul 1, 2011
Mark Paul Collinsworth	Oakview Capital Management, L.P. other	Fortitude Advisory Group L.L.C. other	Other	May 2, 2011	Apr 21, 2011
Susanna Joiner Schlangen	Alphasource Investment Counsel, Inc other	Fortitude Advisory Group L.L.C. other	Other	Oct 21, 2010	Feb 10, 2011 (112 d)
Jordan Alan Linn	Walnut Street Securities, Inc. other	Fortitude Advisory Group L.L.C. other	Other	Oct 14, 2010	Sep 7, 2011 (328 d)
Walter Wayne Mcneer	Wells Fargo Advisors wirehouse	Fortitude Advisory Group L.L.C. other	Other	Oct 8, 2010	Oct 8, 2010
Charles Byrd Kitsman	Wells Fargo Advisors wirehouse	Fortitude Advisory Group L.L.C. other	Other	Oct 4, 2010	Oct 1, 2010
Mary Evette Cavaleri	Oppenheimer & Co. Inc. other	Fortitude Advisory Group L.L.C. other	Other	Jun 2, 2010	Oct 25, 2010 (145 d)
Gregory T. Brooks	Capital City Asset Management Group, LLC other	Fortitude Advisory Group L.L.C. other	Other	May 21, 2010	Jun 2, 2010
Robert Paul Rathbun	Wells Fargo Advisors wirehouse	Fortitude Advisory Group L.L.C. other	Other	May 5, 2010	May 3, 2010
Dnard Arthur	Continuum Capital Advisors, Ltd. unclassified	Fortitude Advisory Group L.L.C. other	Other	Mar 9, 2010	Sep 22, 2010 (197 d)
Stan Russell Hall	Transamerica Financial Advisors, Inc. unclassified	Fortitude Advisory Group L.L.C. other	Other	Sep 4, 2009	Oct 25, 2005
Mark Richard Courtemanche	Chariot Advisors other	Fortitude Advisory Group L.L.C. other	Other	Jul 27, 2009	Oct 14, 2009 (79 d)
Mark David Fenton	LPL Financial LLC other	Fortitude Advisory Group L.L.C. other	Other	Jul 7, 2009	Sep 4, 2009 (59 d)
Katherine Kammerzell Vessenes	Qa3 Financial LLC unclassified	Fortitude Advisory Group L.L.C. other	Other	May 22, 2009	May 13, 2009
Michael Earl Peebles	Wellspring Wealth Management LLC other	Fortitude Advisory Group L.L.C. other	Other	May 18, 2009	Apr 7, 2009
Isaac Robert Cockfield	Park Avenue Securities LLC other	Fortitude Advisory Group L.L.C. other	Other	Feb 3, 2009	Feb 26, 2009
Ian Thomas Robertson	Assetmark, Inc. other	Fortitude Advisory Group L.L.C. other	Other	Jan 21, 2009	Oct 4, 2010 (621 d)
Richard Earl Mcelreath	Wells Fargo Advisors wirehouse	Fortitude Advisory Group L.L.C. other	Other	Oct 7, 2008	Oct 3, 2008
Martin David Saltzman	Karel Gordon Investment Associates Inc unclassified	Fortitude Advisory Group L.L.C. other	Other	Dec 31, 2007	Jan 2, 2008
Louis Gene Scatigna	Karel Gordon Investment Associates Inc unclassified	Fortitude Advisory Group L.L.C. other	Other	Dec 31, 2007	Jan 8, 2008
Edgar A Wade	Retirement Planners And Consulting Group, LLC unclassified	Fortitude Advisory Group L.L.C. other	Other	Dec 31, 2007	May 15, 2008 (136 d)
Antonio Lisi	Sii Investments, Inc. other	Fortitude Advisory Group L.L.C. other	Other	Dec 11, 2007	Dec 18, 2007
James Neal Turner	UBS Financial Services Inc. wirehouse	Fortitude Advisory Group L.L.C. other	Other	Nov 5, 2007	Oct 9, 2007
Joshua Ryan Dunham	UBS Financial Services Inc. wirehouse	Fortitude Advisory Group L.L.C. other	Other	Nov 5, 2007	Oct 9, 2007
Charlotte Ann Adams	Transamerica Financial Advisors, LLC other	Fortitude Advisory Group L.L.C. other	Other	Mar 26, 2007	Mar 27, 2007
Umberto Perez	Park Avenue Securities LLC other	Fortitude Advisory Group L.L.C. other	Other	Jan 31, 2006	Jan 25, 2006
Susan Jones Kirkpatrick	Wamu Investments, Inc. unclassified	Fortitude Advisory Group L.L.C. other	Other	Mar 17, 2005	Nov 29, 2006 (622 d)
William Robert Slepcevich	Eagle Strategies LLC other	Fortitude Advisory Group L.L.C. other	Other	Dec 10, 2004	Mar 3, 2005 (83 d)
Christopher Kevin High	Citigroup Global Markets Inc. other	Fortitude Advisory Group L.L.C. other	Other	Feb 5, 2004	Oct 13, 2005 (616 d)
Michael Curt Edelman	Nfp Advisor Services, LLC other	Fortitude Advisory Group L.L.C. other	Other	Oct 7, 2003	Mar 1, 2005 (511 d)

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62 moves match.