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 Fortitude Family Office
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 |
|---|---|---|---|---|---|
| Christy Ann Pater Schmitt | Bridgelight Capital LLC independent RIA | Fortitude Family Office independent RIA | RIA to RIA | Jul 31, 2024 | Aug 29, 2024 |
| Robert Henry Himmelman | Stratos Wealth Partners, Ltd BD affiliated | Fortitude Family Office independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 28, 2024 | Jun 26, 2024 (90 d) |
| Corey Marshall Bird | Mercer Global Advisors Inc. independent RIA | Fortitude Family Office independent RIA | RIA to RIA | Feb 2, 2023 | Aug 27, 2024 (572 d) |
| Trevor Darrell Moore | Captrust institutional | Fortitude Family Office independent RIA | Other | Jan 25, 2023 | Mar 14, 2023 (48 d) |
| Dale Andrew Phillips | Tarbox Family Office, Inc. independent RIA | Fortitude Family Office no RAUM | RIA to a newly registered adviser | Nov 4, 2021 | Jan 21, 2022 (78 d) |
| Matthew Gene Walker | Tarbox Family Office, Inc. independent RIA | Fortitude Family Office no RAUM | RIA to a newly registered adviser | Nov 4, 2021 | Jan 21, 2022 (78 d) |
| Matthew Paul Lucas | Tarbox Family Office, Inc. independent RIA | Fortitude Family Office no RAUM | RIA to a newly registered adviser | Nov 4, 2021 | Jan 21, 2022 (78 d) |
| Matthew Brent Brower | Tarbox Family Office, Inc. independent RIA | Fortitude Family Office no RAUM | RIA to a newly registered adviser | Nov 4, 2021 | Jan 21, 2022 (78 d) |
| Sam Tryhus Winter | Cudos independent RIA | Fortitude Family Office independent RIA | RIA to RIA | Oct 20, 2021 | Jul 21, 2023 (639 d) |
| Kristin Marie Greenleaf | Rowland Carmichael Advisors Inc independent RIA | Fortitude Family Office independent RIA | RIA to RIA | Mar 30, 2021 | Feb 3, 2023 (675 d) |
| Geoffrey Cong Khanh Tran | Tolleson Private Wealth Management mixed wealth | Fortitude Family Office independent RIA | RIA to RIA | Oct 29, 2019 | Oct 22, 2024 (1820 d) |
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11 moves match.