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 Group Advisors 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 |
|---|---|---|---|---|---|
| Christopher Joseph Monroe | Esi Financial Advisors independent RIA | Fortis Group Advisors LLC independent RIA | RIA to RIA | May 20, 2025 | Aug 19, 2026 (456 d) |
| Matthew Tyler Simon | Cetera Investment Advisers LLC BD affiliated | Fortis Group Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 18, 2025 | Feb 14, 2025 |
| Matthew Conroy | LPL Enterprise, LLC no RAUM | Fortis Group Advisors LLC independent RIA | Other | Feb 7, 2025 | Jun 17, 2025 (130 d) |
| Daniel L Kalina | LPL Financial LLC BD affiliated | Fortis Group Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 16, 2021 | Mar 31, 2021 |
| John Sandy Francisco | Fidelity Personal And Workplace Advisors BD affiliated | Fortis Group Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 17, 2020 | Nov 4, 2020 (79 d) |
| James D Zahakos | Voya Financial Advisors, Inc. BD affiliated | Fortis Group Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 7, 2020 | Apr 14, 2020 |
| Robert J Sand | Triumph Wealth Advisors, Inc. independent RIA | Fortis Group Advisors LLC independent RIA | RIA to RIA | Mar 2, 2020 | Mar 2, 2020 |
| Michael John Manginelli | MML Investors Services, LLC BD affiliated | Fortis Group Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 2, 2019 | Sep 3, 2019 (32 d) |
| Marc Anthony Foti | MML Investors Services, LLC BD affiliated | Fortis Group Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 24, 2019 | Aug 28, 2019 (35 d) |
| Michael Anthony Devizio | MML Investors Services, LLC BD affiliated | Fortis Group Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 24, 2019 | Sep 3, 2019 (41 d) |
| Jeffrey Allen Falke | LPL Financial LLC independent RIA | Fortis Group Advisors LLC no RAUM | Other | Feb 28, 2019 | Mar 2, 2018 |
| Frank Andrew Vicendese | Foresters Advisory Services, LLC BD affiliated | Fortis Group Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 22, 2019 | Jan 29, 2019 |
| Bridget Dorothy Scala | LPL Financial LLC independent RIA | Fortis Group Advisors LLC no RAUM | RIA to a newly registered adviser | Jun 18, 2018 | Feb 21, 2018 |
| Michael George Koch | Invest Financial Corporation other | Fortis Group Advisors LLC no RAUM | Other | Feb 20, 2018 | Feb 21, 2018 |
| Austin William Sweerus | Invest Financial Corporation other | Fortis Group Advisors LLC no RAUM | Other | Feb 20, 2018 | Feb 21, 2018 |
| Katrina Bowers Falke | Invest Financial Corporation other | Fortis Group Advisors LLC no RAUM | Other | Feb 16, 2018 | Mar 1, 2018 |
| John Anthony Naphor | Invest Financial Corporation other | Fortis Group Advisors LLC no RAUM | Other | Feb 16, 2018 | Feb 21, 2018 |
| Kevin Dru Korondi | Invest Financial Corporation other | Fortis Group Advisors LLC no RAUM | Other | Feb 16, 2018 | Feb 21, 2018 |
| Eva Marie Rullo | Invest Financial Corporation other | Fortis Group Advisors LLC independent RIA | Other | Feb 14, 2018 | Jun 8, 2020 (845 d) |
| Mark Anthony Faccone | Invest Financial Corporation other | Fortis Group Advisors LLC independent RIA | Other | Feb 14, 2018 | Apr 2, 2018 (47 d) |
| Blake Everett Hahn | Invest Financial Corporation other | Fortis Group Advisors LLC no RAUM | Other | Feb 14, 2018 | Feb 15, 2018 |
| Jeffrey Cullen Hegener Hackler | Invest Financial Corporation other | Fortis Group Advisors LLC independent RIA | Other | Feb 14, 2018 | Jul 1, 2020 (868 d) |
| Richard Salvatore Lotito | Invest Financial Corporation other | Fortis Group Advisors LLC no RAUM | Other | Feb 14, 2018 | Feb 15, 2018 |
| Vanessa Lynn Johnson | Invest Financial Corporation other | Fortis Group Advisors LLC no RAUM | Other | Feb 14, 2018 | Feb 21, 2018 |
| Neil Kenneth Piper | Rockdale Financial Services, Inc. state registered | Fortis Group Advisors LLC no RAUM | Other | Dec 20, 2003 | Feb 21, 2018 (5177 d) |
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25 moves match.