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44801 Village Court #201, Palm Desert, CA 92260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-03 |
| AZ | RA | APPROVED | 2024-08-14 |
| TX | RA | APPROVED_RES | 2018-07-20 |
Branch Locations
44801 Village Court Suite 201, Palm Desert, CA 92260 • 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 |
|---|---|---|---|---|
| Fortem Financial, Llc | Palm Desert | CA | 07/2016 | 02/2018 |
| Fortem Financial Group, Llc | Palm Desert | CA | 02/2018 | Present |
BPA CAPITAL MANAGEMENT, INC. OWNER SINCE 02/2021 FLOW THROUGH ENTITY FOR RIA COMPENSATION LICENSED INSURANCE AGENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-06 |
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