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22400 Barton Rd. #21-537, Grand Terrace, CA 92313 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-05-27 |
Branch Locations
22400 Barton Rd. #21-537, Grand Terrace, CA 92313 • United States
22400 Barton Road #21-537, Grand Terrace, CA 92313 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-10-26 |
Branch Locations
22400 Barton Road #21-537, Grand Terrace, CA 92313 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning Solutions, Inc. | Corona | CA | 08/2009 | Present |
Mr. Purdie is the owner of two investment advisory firms, Fortitude Advisors and Accounting Inc. and Creative Planning Solutions, Inc. Both are investment related. They are housed at the same address but different suite numbers. He is an investment adviser representative with both, and spends his time during securities trading hours split between the two firms, approximately 40 hours per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-06 |
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