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Brett Carlton D'ORlando

Fortem Financial Group, LLC

Palm Desert, CA

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Current Employers
Fortem Financial Group, Llc

44801 Village Court #201, Palm Desert, CA 92260 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-08-14
TX RA APPROVED_RES 2018-07-20
CA RA APPROVED 2018-02-09
  • AZ RA
    APPROVED
    Since 2024-08-14
  • TX RA
    APPROVED_RES
    Since 2018-07-20
  • CA RA
    APPROVED
    Since 2018-02-09

Branch Locations

44801 Village Court Suite 201, Palm Desert, CA 92260 • 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
Fortem Financial, Llc Palm Desert CA 07/2016 02/2018
Fortem Financial Group, Llc Palm Desert CA 02/2018 Present
Previous Registrations
Other Businesses

BCD Capital Management, Inc. Owner Since 02/2021 Flow through entity for RIA and Insurance Compensation Licensed Insurance Agent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-11-03
  • S66 Uniform Combined State Law Examination
    2004-11-03
Other Names
  • Brett D'ORlando

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · PALM DESERT, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Palm Desert, CA
THE WEALTH CONSULTING GROUP · Palm Desert, CA
CYPRESS WEALTH SERVICES, LLC · PALM DESERT, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PALM DESERT, CA
FLC CAPITAL ADVISORS · PALM DESERT, CA
MARSHA LEE & COMPANY,INC. · PALM DESERT, CA
LOTUSLAND PROPERTIES · PALM DESERT, CA

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