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 Financial Solutions, 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 |
|---|---|---|---|---|---|
| Christy Ann Knotz | LPL Financial LLC BD affiliated | Fortress Financial Solutions, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 20, 2024 | Feb 24, 2025 (66 d) |
| Justin Thomas Pierce | Integrity Alliance, LLC independent RIA | Fortress Financial Solutions, LLC independent RIA | RIA to RIA | Jan 31, 2019 | Aug 1, 2019 (182 d) |
| Kenneth Gene Nesler | Sunrise Wealth Management, LLC state registered | Fortress Financial Solutions, LLC independent RIA | Other | Dec 16, 2016 | Apr 15, 2016 |
| Jason Matthew Lazarow | Bancwest Investment Services, Inc. (Bwis) other | Fortress Financial Solutions, LLC independent RIA | Other | Aug 21, 2015 | Jan 6, 2016 (138 d) |
| Adam Jacob Amante | Redhawk Wealth Advisors, Inc. other | Fortress Financial Solutions, LLC independent RIA | Other | Mar 16, 2011 | Feb 26, 2025 (5096 d) |
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5 moves match.