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 Fortify Wealth, Inc.
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 |
|---|---|---|---|---|---|
| Don Edward Mckinley | Kestra Advisory Services, LLC BD affiliated | Fortify Wealth, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 12, 2018 | Jul 16, 2018 |
| John Mitchell Mckinley | Kestra Advisory Services, LLC BD affiliated | Fortify Wealth, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 12, 2018 | Jul 16, 2018 |
| Zachary Steven Wagganer | Mosaic Family Wealth, LLC independent RIA | Fortify Wealth, Inc. independent RIA | RIA to RIA | Apr 25, 2018 | Jul 16, 2018 (82 d) |
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3 moves match.