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Matthew Paul Lucas

Fortitude Family Office

Scottsdale, AZ

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Current Employers
Fortitude Family Office

7500 N Dobson Rd Suite 151, Scottsdale, AZ 85256 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2022-01-21
  • AZ RA
    APPROVED
    Since 2022-01-21

Branch Locations

7500 N Dobson Rd Suite 151, Scottsdale, AZ 85256 • 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
Keatsconnelly Phoenix AZ 06/2011 01/2020
Tarbox Family Office Newport Beach CA 02/2020 10/2021
Fortitude Family Office Scottsdale AZ 11/2021 Present
  • 06/2011 → 01/2020
    Keatsconnelly
    Phoenix, AZ
  • 02/2020 → 10/2021
    Tarbox Family Office
    Newport Beach, CA
  • 11/2021 → Present
    Fortitude Family Office
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-16
  • S65 Uniform Investment Adviser Law Examination
    2015-06-16
Designations
Other Names
  • Matt Lucas

View on SEC IAPD

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Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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