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Inactive

Feraud Dodard Calixte

Fortitude Financial Planning LLC

Land O Lakes, FL

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Current Employers
Fortitude Financial Planning Llc

Willow Spring, NC • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-08
NC RA APPROVED 2025-07-01
PA RA APPROVED 2025-07-01
TX RA APPROVED 2025-07-01
  • FL RA
    APPROVED
    Since 2025-07-08
  • NC RA
    APPROVED
    Since 2025-07-01
  • PA RA
    APPROVED
    Since 2025-07-01
  • TX RA
    APPROVED
    Since 2025-07-01

Branch Locations

Land O Lakes, FL • 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
Pnc Investments Durham NC 01/2015 10/2017
Tdameritrade Cary NC 10/2017 01/2018
Triad Financial Advisors, Inc. Greensboro NC 01/2018 02/2020
District No. 3 Burlington NC 10/2021 05/2023
Vantage Pointe Planning Burlington NC 02/2020 05/2023
Modera Wealth Management, Llc Westwood NJ 05/2023 Present
  • 01/2015 → 10/2017
    Pnc Investments
    Durham, NC
  • 10/2017 → 01/2018
    Tdameritrade
    Cary, NC
  • 01/2018 → 02/2020
    Triad Financial Advisors, Inc.
    Greensboro, NC
  • 10/2021 → 05/2023
    District No. 3
    Burlington, NC
  • 02/2020 → 05/2023
    Vantage Pointe Planning
    Burlington, NC
  • 05/2023 → Present
    Westwood, NJ
Previous Registrations
  • 2023-05-18 → 2025-03-12
    Burlington, NC
    Inverness, FL
  • 2020-02-05 → 2023-06-06
    Vantage Pointe Planning
    Burlington, NC
  • 2018-01-31 → 2020-01-16
    Triad Financial Advisors, Inc.
    Greensboro, NC
  • 2017-11-02 → 2018-02-02
    Td Ameritrade, Inc.
    Cary, NC
  • 2017-11-02 → 2018-02-02
    Td Ameritrade Investment Management, Llc
    Cary, NC
  • 2013-11-19 → 2017-10-05
    Charlotte, NC
    Durham, NC
    Durham, NC
    Raleigh, NC
    Durham, NC
    Durham, NC
    Henderson, NC
    Zebulon, NC
  • 2013-03-04 → 2013-11-26
    Durham, NC
Other Businesses

SDT Properties, LLC,727 Kivett St., Burlington, NC, real estate, owner, not investment related, start 01/01/2020, approx hrs/mth 4, approx hrs during trading hrs 0; Lenoir Mobile Estates, 1168 Cardross St, Burlington, NC, real estate, owner, not investment related, start 01/01/2020, approx hrs/mth 0, approx hrs during trading hrs 0; Scott Avenue Partners, LLC, 1168 Cardross St, Burlington, NC, real estate, owner, not investment related, start 10/01/2019, approx hrs/mth 0, approx hrs during trading hrs 0.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-01
  • S66 Uniform Combined State Law Examination
    2013-03-01
Designations

View on SEC IAPD

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