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7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-07-26 |
| CA | RA | APPROVED | 2024-04-29 |
Branch Locations
Cathedral City, CA • United States
7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128 • 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 |
|---|---|---|---|---|
| Spherion | Palm Desert | CA | 05/2016 | 10/2016 |
| Valic Financial Advisors, Inc. | Orange | CA | 06/2016 | 09/2016 |
| Self-Employed (Lyft/Uber) | Palm Springs | CA | 10/2016 | 01/2019 |
| Jp Morgan Chase Bank | Palm Springs | CA | 04/2017 | 10/2017 |
| Jp Morgan Securities, Llc | Palm Springs | CA | 04/2017 | 09/2017 |
| Southport Capital | Visalia | CA | 05/2019 | 05/2022 |
| Symmetry Financial | Swannanoa | NC | 02/2019 | 05/2019 |
| The Firm Commercial | Palm Desert | CA | 02/2022 | 02/2023 |
| Blaze Renewables Llc | Laguna Niguel | CA | 02/2019 | 09/2022 |
| Marco | Palm Springs | CA | 03/2021 | 08/2023 |
| Capstone Partners | Palm Springs | CA | 08/2022 | 10/2023 |
| Secure Investment Management | Tucson | AZ | 10/2023 | 04/2024 |
| Forthright Capital Advisory | Las Vegas | NV | 04/2024 | Present |
| Forthright Capital Partners, Llc | Las Vegas | NV | 04/2024 | Present |
Forthright Capital Partners, LLC, investment related, 7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128, Insurance Agency, Insurance Agent, Start Date 04/2024, 80 hours per month and 60 during securities trading hours, Solicitation of individual life insurance and fixed annuity products to consumers.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-02-02 |
| S65 | Uniform Investment Adviser Law Examination | 2020-12-29 |
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