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Corey Marshall Bird

Fortitude Family Office

Scottsdale, AZ

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Current Employers
Fortitude Family Office

7500 N Dobson Rd Suite 151, Scottsdale, AZ 85256 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-08-29
TX RA APPROVED 2024-08-27
  • AZ RA
    APPROVED
    Since 2024-08-29
  • TX RA
    APPROVED
    Since 2024-08-27

Branch Locations

7500 N Dobson Rd Suite 151, Scottsdale, AZ 85256 • 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
United States Army Reserve Buckeye AZ 02/2002 Present
Rowland Carmichael Advisors, Inc. Scottsdale AZ 10/2007 12/2020
Mercer Global Advisors Inc. Phoenix AZ 01/2021 02/2022
Nemo Arms Caldwell ID 02/2022 05/2024
Fortitude Family Office Scottsdale AZ 08/2024 Present
  • 02/2002 → Present
    United States Army Reserve
    Buckeye, AZ
  • 10/2007 → 12/2020
    Rowland Carmichael Advisors, Inc.
    Scottsdale, AZ
  • 01/2021 → 02/2022
    Phoenix, AZ
  • 02/2022 → 05/2024
    Nemo Arms
    Caldwell, ID
  • 08/2024 → Present
    Scottsdale, AZ
Previous Registrations
  • 2021-02-04 → 2023-02-02
    Scottsdale, AZ
    Scottsdale, AZ
  • 2007-12-12 → 2021-03-30
    Rowland Carmichael Advisors Inc
    Scottsdale, AZ
  • 2006-01-06 → 2006-08-17
    Minneapolis, MN
    Kennewick, WA
Other Businesses

1. United States Army Reserve; Investment related: No; Location of the business: Washington D.C.; Description of the business: Reserve Officer in the Army; Position Title: MAJ (P); Responsibilities Duties: Command FxSP for Economic Warfare; Start date with business: 2002-02-14; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 5; Will an IRS form for income earned be received: Yes. 2. 1888 Gold Buckle Club Prescott Rodeo Committee; Is the business investment related: No; Location of the business: 840 Rodeo Dr, Prescott, AZ 86305; Description of the business: Support the Prescott Frontier Days Committee; Position Title: Treasurer; Start date with business: 2021-06-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-01-05
S63 Uniform Securities Agent State Law Examination 2003-01-03
  • S66 Uniform Combined State Law Examination
    2006-01-05
  • S63 Uniform Securities Agent State Law Examination
    2003-01-03
Designations
Other Names
  • Corey Bird

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