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123 East 2Nd Avenue, Spokane, WA 99202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-18 |
| WA | RA | APPROVED | 2021-08-24 |
Branch Locations
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 |
|---|---|---|---|---|
| The Power Outlet | Spokane | WA | 09/2012 | 09/2019 |
| Hoyt, Lewis & Associates, Llc | Spokane | WA | 01/2013 | 04/2021 |
| Lpl Financial, Llc | Spokane | WA | 10/2015 | Present |
| Financial Advocates Investment Management | Spokane | WA | 10/2015 | 04/2021 |
| Fortitude Financial Llc | Spokane | WA | 04/2021 | Present |
1. 7/20/2021 - Fortitude Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/09/2021. 2. 7/27/2021 - Fortitude Financial, LLC - DBA: (Hybrid) Fortitude Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/09/2021 - 320 Hours Per Month/96 Hours During Securities Trading. 3. 7/27/2021 - Fortitude Financial, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 07/09/2021 - 320 Hours Per Month/96 Hours During Securities Trading - I provide investment advisory services through Fortitude Financial, LLC, an independent investment advisor firm. I started this business activity in 07/2021. I expect to spend approximately 320 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 10/14/2021 - Fortitude Tax - DBA: Fortitude Financial - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date: 10/01/2021 - 4 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-02 |
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