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 Fortis Capital 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.

AdvisorFromToTypeLeftRegistered
Dieter Udo DrewsPrism Capital Management unclassifiedFortis Capital Management LLC independent RIAOtherApr 27, 2026Oct 29, 2025
Laurence Ray DonohueMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFortis Capital Management LLC independent RIAWirehouse to independent RIAMar 25, 2025Apr 10, 2025
Justin A ArnoldMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFortis Capital Management LLC independent RIAWirehouse to independent RIAOct 24, 2024Jan 16, 2025 (84 d)
Connor Scott BlackThreadline Wealth independent RIAFortis Capital Management LLC independent RIARIA to RIAJun 28, 2024Jan 8, 2025 (194 d)
Stanislav Ruslanovich VorobetsEquitable Advisors, LLC national BDFortis Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 3, 2023Mar 13, 2024 (223 d)
Jordan StoverTd Ameritrade Investment Management, LLC independent RIAFortis Capital Management LLC mixed wealthRIA to RIADec 10, 2020Jan 31, 2021 (52 d)
John Michael HeffelUBS Financial Services Inc. wirehouseFortis Capital Management LLC independent RIAWirehouse to independent RIAJun 13, 2018Aug 13, 2018 (61 d)
Angel Dejesus CruzCruz Registered Investment Advisor, LLC unclassifiedFortis Capital Management LLC independent RIAOtherNov 27, 2017Jul 28, 2017
W. Curtis EricksonGarrett Erickson Financial Services LLC unclassifiedFortis Capital Management LLC independent RIAOtherJul 18, 2016Sep 20, 2023 (2620 d)
Arlie James SkurdalSenior Financial Advisors, Inc. state registeredFortis Capital Management LLC independent RIAOtherNov 15, 2010Mar 17, 2017 (2314 d)
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10 moves match.