Best Investors Account Sign in
Claim This Profile
Current Employers
Fortitude Financial Llc

123 East 2Nd Avenue, Spokane, WA 99202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-18
WA RA APPROVED 2021-08-24
  • TX RA
    APPROVED_RES
    Since 2022-01-18
  • WA RA
    APPROVED
    Since 2021-08-24

Branch Locations

123 East 2Nd Avenue, Spokane, WA 99202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hoyt, Lewis And Associates Spokane WA 08/2007 07/2021
Holden Ray, Llc Spokane WA 12/2014 Present
Lpl Financial, Llc Spokane WA 10/2015 Present
Financial Advocates Investment Management Olympia WA 10/2015 07/2021
Fortitude Financial Spokane WA 02/2021 Present
  • 08/2007 → 07/2021
    Hoyt, Lewis And Associates
    Spokane, WA
  • 12/2014 → Present
    Holden Ray, Llc
    Spokane, WA
  • 10/2015 → Present
    Lpl Financial, Llc
    Spokane, WA
  • 10/2015 → 07/2021
    Financial Advocates Investment Management
    Olympia, WA
  • 02/2021 → Present
    Fortitude Financial
    Spokane, WA
Previous Registrations
  • 2015-10-26 → 2021-07-16
    Financial Advocates Investment Management
    Spokane, WA
    Olympia, WA
  • 2001-12-18 → 2015-11-04
    Waddell & Reed
    Spokane, WA
    Spokane Valley, WA
    Spokane, WA
Other Businesses

(1) 10/26/2015: Holden Ray LLC - Real Estate Rental - Investment Related - 123 E 2nd Ave. - Start 09/26/2014 - No Time Spent - Property holding company income is received as rents from tenants typically 100% offset by expenses. (2) 08/31/2016: Associates of Clifton Park - Non-Variable Insurance - Investment Related - 123 E 2nd Ave., Spokane, WA 99202 - Start 12/01/2015 - 2 Hr/Mo; 2 Hour(s) During Securities Trading - Health and Long-Term Care Insurance Sales (3) 7/20/2021 - Fortitude Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/09/2021 - 40 Hours Per Month/0 Hours During Securities Trading. (4) 7/27/2021 - Fortitude Financial, LLC - DBA: (Hybrid) Fortitude Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/09/2021 - 40 Hours Per Month During Securities Trading. (5) 7/27/2021 - Fortitude Financial, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 07/09/2021 - 40 Hours Per Month/0 Hours During Securities Trading - I provide investment advisory services through Fortitude Financial, LLC, an independent investment advisor firm. I started this business activity in 07/2021. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (6) 03/11/2024 - EQ Labs, LLC - Non-Inv Related - Spokane, WA - Other - Rep's Business - Started: 10/17/2023 - 40 Hrs/Mo; 0 Hrs During Trading. (7) 04/04/2025 - EQ Records Collective - Non-Inv Related - Owner/Operator - 123 E 2nd Ave, Suite B Spokane WA 99202- Non-profit/charity organization created for the purposes of helping the disabled or handicapped come in to enjoy the experiences of playing and recording their own music - Oversee the organization overall and help produce these tracks and records- Started: 03/15/2025 - 20 Hrs/Week; 0 Hrs During Trading -Website address for the organization: eqrecords.org - email: j@eqrecords.org.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-11-15
  • S66 Uniform Combined State Law Examination
    2001-11-15
Other Names
  • Jeremy Lewis

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Spokane, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor