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Current Employers
Fortis Capital Management Llc

3600 136Th Pl Se Suite 270, Bellevue, WA 98006 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-09-20
  • WA RA
    APPROVED
    Since 2023-09-20

Branch Locations

3600 136Th Pl Se Suite 270, Bellevue, WA 98006 • United States

200 1St Ave W Ste 401, Seattle, WA 98119 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
W Curtis Erickson Jr Ps Inc Seattle WA 06/2003 Present
Garrett Erickson Financial Services Seattle WA 01/2014 Present
Fortis Capital Management Seattle WA 01/2023 Present
  • 06/2003 → Present
    W Curtis Erickson Jr Ps Inc
    Seattle, WA
  • 01/2014 → Present
    Garrett Erickson Financial Services
    Seattle, WA
  • 01/2023 → Present
    Fortis Capital Management
    Seattle, WA
Previous Registrations
  • 2003-09-26 → 2025-10-23
    Erickson Wealth & Tax Management
    Seattle, WA
  • 2015-03-16 → 2016-07-18
    Garrett Erickson Financial Services Llc
    Seattle, WA
    Seattle, WA
  • 2000-03-21 → 2003-11-26
    1St Global Advisors Inc
    Seattle, WA
Other Businesses

W. CURTIS ERICKSON JR. PS, INC. DBA ERICKSON & ASSOCIATES. 200 1ST AVE. W STE. 401 SEATTLE, WA 98119. RIA & CPA FIRM. WEBSITE IS WWW.CURTCPA.COM. W. CURTIS ERICKSON DBA W. CURTIS ERICKSON PS INC, INSURANCE AGENT: FIXED ANNUTIES, DISABILITY, HEALTH, LIFE & LTC. COMPENSATED BY COMISSION/1099. 10 HOURS A MONTH, 0 DURING TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-02-08
  • S66 Uniform Combined State Law Examination
    2000-02-08

View on SEC IAPD

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