Inactive

Joshua David Zorger

Fortitude Private Wealth

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Current Employers

Fortitude Private Wealth

1980 E 116Th St Suite 350, Carmel, IN 46032 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2017-10-31

IN RA
APPROVED

Since 2017-10-31

Branch Locations

1980 E 116Th St Suite 350, Carmel, IN 46032 • 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

Organization	City	State	From	To
Lpl Financial Llc	Carmel	IN	07/2014	10/2017
Level Four Advisory Services	Carmel	IN	07/2014	10/2017
Fortitude Private Wealth Inc.	Carmel	IN	10/2017	Present

07/2014 → 10/2017

Lpl Financial Llc

Carmel, IN
07/2014 → 10/2017

Level Four Advisory Services

Carmel, IN
10/2017 → Present

Fortitude Private Wealth Inc.

Carmel, IN

Previous Registrations

2014-08-01 → 2017-11-07

Level Four Advisory Services

Carmel, IN

Dallas, TX
2013-10-02 → 2014-08-04

Raymond James Financial Services Advisors, Inc

Carmel, IN
2007-03-29 → 2013-10-17

Lpl Financial Llc

Chicago, IL

Chicago, IL

Fort Mill, SC

Carmel, IN
2004-03-15 → 2007-03-30

Banc Of America Investment Services, Inc.

Chicago, IL

Chicago, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-03-12

S66 Uniform Combined State Law Examination

2004-03-12

Designations

Other Names

Joshua D Zorger

View on SEC IAPD

Other Firms

VALIC FINANCIAL ADVISORS, INC.

OPPENHEIMER ASSET MANAGEMENT

ONEAMERICA SECURITIES, INC.

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY

GARY MICHAEL BRIDWELL

DAKOTA A BUNDAY

CHRISTOPHER JOHN ROUTT

DAVID STEWART LANE WEIR

CATHERINE HARSTICK

BRYAN DAVID KLEMM

TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN

OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN

ONEAMERICA SECURITIES, INC. · CARMEL, IN

LPL FINANCIAL LLC · CARMEL, IN

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN

STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN

WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

More in Carmel, IN

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