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 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 |
|---|---|---|---|---|---|
| Matthew David Jadwisiak | Axim Planning & Wealth independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Sep 1, 2026 | Sep 1, 2026 |
| Bret Daniel Loftis | Axim Planning & Wealth independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Sep 1, 2026 | Sep 1, 2026 |
| Spencer Graham | Strategic Advisers LLC national BD | Fortis Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 20, 2026 | Aug 12, 2026 |
| Joseph William Gallagher | Kovack Advisors, Inc. BD affiliated | Fortis Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2026 | Aug 14, 2026 |
| Patrick Allan Thomas | Mpwm Advisory Solutions LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Aug 5, 2026 | May 28, 2026 |
| Jay Shingo Nakahara | MML Investors Services, LLC BD affiliated | Fortis Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 23, 2026 | Jul 22, 2026 |
| Lori Ann Fernicola | Castle Wealth Management independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Jul 6, 2026 | Jul 10, 2026 |
| Nicholas Demitri Darzentas | Castle Wealth Management independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Jul 6, 2026 | Jul 13, 2026 |
| Nathan Kaman Gurchak | Key Investment Services LLC BD affiliated | Fortis Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 6, 2026 | Jul 14, 2026 |
| Edward Thomas Moore | Belpointe Asset Management LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Jun 11, 2026 | Jul 15, 2025 |
| Karen Sullivan | Belpointe Asset Management LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Jun 11, 2026 | Jan 2, 2025 |
| Steven Harold Berner | Kmg Fiduciary Partners, LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | May 12, 2026 | May 6, 2026 |
| Benjamin Aaron Kusner | Kmg Fiduciary Partners, LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | May 12, 2026 | May 7, 2026 |
| Shane Michael Meyer | Kmg Fiduciary Partners, LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | May 12, 2026 | May 5, 2026 |
| Adelaina N Welch | Kmg Fiduciary Partners, LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | May 12, 2026 | May 5, 2026 |
| Douglas A Kartsen | Dak Financial Services, LLC unclassified | Fortis Capital Advisors, LLC independent RIA | Other | Mar 30, 2026 | Jan 16, 2026 |
| Gregory Domond | MML Investors Services, LLC BD affiliated | Fortis Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 5, 2026 | Jan 30, 2026 |
| William Brady Coughlin | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fortis Capital Advisors, LLC independent RIA | Wirehouse to independent RIA | Jan 13, 2026 | Jan 13, 2026 |
| Bryce Carroll Johnson | Risemint independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Jul 9, 2025 |
| Wyatt Mitchell Warberg | LPL Financial LLC BD affiliated | Fortis Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 19, 2025 | Jan 5, 2026 |
| Megan A Rehill | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fortis Capital Advisors, LLC independent RIA | Wirehouse to independent RIA | Aug 20, 2025 | Aug 18, 2025 |
| Amit A Trivedi | MML Investors Services, LLC BD affiliated | Fortis Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 6, 2025 | Aug 1, 2025 |
| Ian Weiner | Exos Wealth Strategies, LLC state registered | Fortis Capital Advisors, LLC independent RIA | Other | Jul 28, 2025 | Nov 5, 2024 |
| Jonathan David Grimm | Eagle Strategies LLC BD affiliated | Fortis Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 4, 2025 | May 30, 2025 |
| Keith Allen Jaworski | Quantimental Investments LLC unclassified | Fortis Capital Advisors, LLC independent RIA | Other | Feb 26, 2025 | Feb 19, 2025 |
| Bijou Schmidt | Eagle Strategies LLC BD affiliated | Fortis Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 25, 2025 | Feb 21, 2025 |
| William Howard Hoover | Cx Institutional, LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Feb 11, 2025 | Mar 7, 2025 |
| John Mcdonald Turman | Turman Financial Group, LLC unclassified | Fortis Capital Advisors, LLC independent RIA | Other | Jan 24, 2025 | May 29, 2026 (490 d) |
| Sean Patrick Oneil | Mcadam LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Jan 15, 2025 | Jan 2, 2025 |
| James Joseph Mcginty | Corient independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Jan 10, 2025 | Jan 14, 2025 |
| Tucker Vaughan Roeder | Mcadam LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Jan 10, 2025 | Jan 27, 2025 |
| Patrick Andrew Lawler | Mcadam LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Jan 3, 2025 | Jan 30, 2025 |
| Jeffrey Garrett Van Siclen | Mcadam LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Jan 3, 2025 | Jan 13, 2025 |
| Marc Stefan Instrum | Mcadam LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Jan 3, 2025 | Jan 13, 2025 |
| Jacob Sydney Waldman | Mcadam LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Jan 3, 2025 | Jan 13, 2025 |
| Michael Robert Dias | Mcadam LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Jan 3, 2025 | Jan 13, 2025 |
| Manuel Martinez | Gradient Advisors, LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Dec 13, 2024 | Oct 7, 2025 (298 d) |
| Riley Hayes | Spinnaker Investment Group, LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Nov 11, 2024 | Nov 1, 2024 |
| Russell Gerard Christopher | Belpointe Asset Management LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Nov 7, 2024 | Nov 19, 2024 |
| Benjamin Webb Sabin | Belpointe Asset Management LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Nov 6, 2024 | Nov 12, 2024 |
| Albert Aaron Berg | Belpointe Asset Management LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Nov 6, 2024 | Nov 14, 2024 |
| Brian Dean Hanna | Garden State Investment Advisory Services, LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Oct 10, 2024 | Oct 11, 2024 |
| Chad Terry Joshpe | MML Investors Services, LLC BD affiliated | Fortis Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 6, 2024 | Sep 6, 2024 |
| Isaac Keil | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fortis Capital Advisors, LLC independent RIA | Wirehouse to independent RIA | Aug 20, 2024 | Aug 16, 2024 |
| Christopher Taylor Cooper | Owlfi independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Jul 31, 2024 | May 20, 2024 |
| Emilio Enrique Rivera | MML Investors Services, LLC BD affiliated | Fortis Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 19, 2024 | Aug 2, 2024 |
| Alice Cecilia Mckeon | Network 1 Financial Advisors Inc. state registered | Fortis Capital Advisors, LLC independent RIA | Other | Jul 10, 2024 | Jul 9, 2024 |
| Viswanathan Venugopala | Citigroup Global Markets Inc. BD affiliated | Fortis Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 1, 2024 | Aug 29, 2024 (59 d) |
| James Campbell Balk | Dominari Securities LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | May 7, 2024 | Jun 12, 2024 (36 d) |
| Stanley John Nieminski | Cetera Investment Advisers LLC BD affiliated | Fortis Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 9, 2024 | Feb 12, 2024 |
| Elzbieta Jarzabek | Cetera Investment Advisers LLC BD affiliated | Fortis Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 9, 2024 | May 3, 2024 (84 d) |
| David Cleary | Ipi Wealth Management, Inc. BD affiliated | Fortis Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 1, 2024 | Feb 5, 2024 |
| Patrick Mullin | Ipi Wealth Management, Inc. BD affiliated | Fortis Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 24, 2024 | Feb 18, 2024 |
| Jessica Lynn Nieminski | Cetera Investment Advisers LLC BD affiliated | Fortis Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2023 | Jan 3, 2024 |
| Charles W Crews | Crews Financial Advisors, LLC unclassified | Fortis Capital Advisors, LLC independent RIA | Other | Nov 27, 2023 | Nov 8, 2023 |
| Jeffrey Scott Merkow | Edelman Financial Engines mixed wealth | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Jun 13, 2023 | Sep 16, 2024 (461 d) |
| Leonardo Ramirez | Osaic Institutions, Inc. BD affiliated | Fortis Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 28, 2023 | Jul 30, 2023 (93 d) |
| Melissa Gambill Day | Horizon Financial Services, LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Apr 21, 2023 | Jun 15, 2023 (55 d) |
| Matthew Allyn Joyner | Personal Capital Advisors Corporation independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Mar 29, 2023 | Mar 30, 2023 |
| Edward Thomas Munoz | LPL Financial LLC BD affiliated | Fortis Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 22, 2023 | Apr 4, 2023 |
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72 moves match.