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Inactive

Joseph Lance Foley

Fortiter Wealth Management, LLC

Houston, TX

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Current Employers
Fortiter Wealth Management, Llc

1980 Post Oak Blvd. Suite 2100, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-01
  • TX RA
    APPROVED
    Since 2024-05-01

Branch Locations

1980 Post Oak Blvd.,, Houston, TX 77056 • 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
First Trust Portfolios L.P. Wheaton IL 08/2007 04/2024
Fortiter Wealth Management, Llc Houston TX 05/2024 Present
Previous Registrations
  • 2009-03-23 → 2024-05-06
    First Trust Advisors Lp
    Wheaton, IL
    Houston, TX
    Houston, TX
    Houston, TX
    Wheaton, IL
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-03
  • S66 Uniform Combined State Law Examination
    2007-12-03

View on SEC IAPD

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