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 Fortiter Wealth Management, 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 |
|---|---|---|---|---|---|
| Joseph Lance Foley | First Trust Advisors LP asset manager | Fortiter Wealth Management, LLC independent RIA | Other | May 6, 2024 | May 1, 2024 |
| William Robert Berger | Paul Comstock Partners other | Fortiter Wealth Management, LLC other | Other | Jul 26, 2016 | Oct 24, 2016 (90 d) |
| Lynn Vincent Elliott | Deutsche Bank Securities Inc. other | Fortiter Wealth Management, LLC no RAUM | Other | Sep 17, 2014 | Sep 4, 2014 |
Page 1 of 1
3 moves match.