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7195 Wagner Way Suite 104, Gig Harbor, WA 98335 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-01-07 |
Branch Locations
420 Lexington Ave, Suite 1402, New York, NY 10170 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisors Asset Management, Inc | Monumnet | CO | 02/2003 | 12/2016 |
| Halen Capital | Clearwater | FL | 10/2013 | 12/2016 |
| Lpl Financial, Llc | New York | NY | 12/2016 | 04/2019 |
| Private Advisor Group | New York | NY | 12/2016 | 04/2019 |
| Eagles Coast Capital, Llc | Mount Pleasant | SC | 07/2019 | 09/2022 |
| Quint Capital | New York | NY | 09/2022 | Present |
1. Fortitude (DBA ProActive Planning Partners, LLC), 420 Lexington Avenue, Suite 1402, New York, NY 10170. Start Date - June 2019 to Present, CEO/Chief Investment Officer. Investment related/Registered Investment Advisor-Financial Advisory; some trading activity associated with Quint Capital; Fee-based compensation; 180 hours/month and 6 hours/regular market hours. 2. P3 Asset Management, 20 Lexington Avenue, Suite 1402, New York, NY 10170. Start Date - june 2023 to present, Co-Founder/CEO. Investment related/Not related to Quint Capital; Institutional asset management; Fee-based compensation; 60 hours/month and 2 hours/regular market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-28 |
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