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FORTIGENT, LLC

FORT MILL, SC · CRD 138164 · IAPD ↗ · lpl.com · 800-877-7210

$3.45BRegulatory AUM
4Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
33States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2024 — FORTIGENT, LLC (FORT MILL, SC) left the SEC roster (was $3.45B RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.