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2010 Crow Canyon Place Ste 100, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-14 |
| TX | RA | APPROVED_RES | 2019-05-22 |
Branch Locations
2010 Crow Canyon Place Suite 100, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dw Advisors Llc Dba Ccg Advisors | San Diego | CA | 12/2013 | 07/2018 |
| Fortitude Wealth Management, Llc | San Ramon | CA | 05/2018 | Present |
MR. DOSSA IS A LICENSED INSURANCE AGENT. ALTHOUGH HIS INSURANCE ACTIVITIES MAY BE INVESTMENT RELATED, PRODUCTS ARE FIXED INSURANCE AND NOT INSURANCE PRODUCTS CONSIDERED TO BE SECURITIES. HE SPENDS APPROXIMATELY 3-5 HOURS PER MONTH ON THIS BUSINESS. HE MAY OFFER INSURANCE PRODUCTS INDEPENDENT OF THE ADVISER AND RECEIVE NORMAL AND CUSTOMARY FEES AS A RESULT OF INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-14 |
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