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 Fortigent, 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.

AdvisorFromToTypeLeftRegistered
Patrick Charles HomanLPL Financial LLC BD affiliatedFortigent, LLC otherOtherOct 28, 2020May 29, 2012
Adam Ira CohenWilson Bennett Capital Management Inc otherFortigent, LLC otherOtherDec 18, 2012Jan 7, 2014 (385 d)
Adam Ira CohenCibc Private Wealth Advisors, Inc. otherFortigent, LLC otherOtherFeb 24, 2009Sep 4, 2009 (192 d)
Todd AdelsteinSuntrust Investment Services, Inc. otherFortigent, LLC otherOtherSep 6, 2007Apr 3, 2008 (210 d)
Tracy Lee SilpeRaymond James & Associates, Inc. national BDFortigent, LLC otherOtherSep 28, 2006Apr 25, 2008 (575 d)
Matthew A AndrulotStrategic Advisers LLC national BDFortigent, LLC otherOtherSep 14, 2006Oct 5, 2006
Evan Robert RatnowLydian Wealth Management Company, LLC unclassifiedFortigent, LLC otherOtherAug 17, 2006Aug 17, 2006
Robert John MileffMonroe Vos Consulting, Inc. otherFortigent, LLC otherOtherJul 18, 2006Sep 13, 2006 (57 d)
Scott David WelchLydian Wealth Management Company, LLC unclassifiedFortigent, LLC otherOtherJun 12, 2006Jun 12, 2006
Sharon Helene GuptaLydian Wealth Management Company, LLC unclassifiedFortigent, LLC otherOtherJun 12, 2006Jun 12, 2006
Nathan Michael SonnenbergLydian Wealth Management Company, LLC unclassifiedFortigent, LLC otherOtherJun 12, 2006Jun 12, 2006
Matt CohenLydian Wealth Management Company, LLC unclassifiedFortigent, LLC otherOtherJun 12, 2006Jun 12, 2006
Brian Gibbon MattoxCitigroup Global Markets Inc. otherFortigent, LLC otherOtherApr 7, 2006May 12, 2006 (35 d)
Daniel TroschWest Financial Services, Inc. otherFortigent, LLC otherOtherFeb 28, 2006Mar 7, 2006
Laurie Ressin MartinStrategic Advisers LLC national BDFortigent, LLC otherOtherNov 28, 2005Mar 10, 2006 (102 d)
Steven J SnyderDunham otherFortigent, LLC otherOtherNov 11, 2004Jun 12, 2006 (578 d)
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16 moves match.