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Current Employers
Fortis Capital Management Llc

3600 136Th Pl Se Suite 270, Bellevue, WA 98006 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-01-31
  • WA RA
    APPROVED
    Since 2021-01-31

Branch Locations

3600 136Th Pl Se Suite 270, Bellevue, WA 98006 • 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
Ymca San Diego CA 03/2012 05/2018
Draft Republic San Diego CA 03/2015 06/2018
Interpach Yachts, Llc. San Diego CA 03/2018 05/2018
Price Self Storage San Diego CA 06/2018 11/2018
Td Ameritrade Institutional San Deigo CA 11/2018 12/2020
Fortis Capital Management Llc Bellevue WA 12/2020 Present
  • 03/2012 → 05/2018
    Ymca
    San Diego, CA
  • 03/2015 → 06/2018
    Draft Republic
    San Diego, CA
  • 03/2018 → 05/2018
    Interpach Yachts, Llc.
    San Diego, CA
  • 06/2018 → 11/2018
    Price Self Storage
    San Diego, CA
  • 11/2018 → 12/2020
    Td Ameritrade Institutional
    San Deigo, CA
  • 12/2020 → Present
    Bellevue, WA
Previous Registrations
  • 2020-06-23 → 2020-12-10
    Td Ameritrade, Inc.
    San Diego, CA
    Redmond, WA
  • 2020-06-23 → 2020-12-10
    Td Ameritrade Investment Management, Llc
    Redmond, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-22
S63 Uniform Securities Agent State Law Examination 2019-01-14
  • S66 Uniform Combined State Law Examination
    2020-06-22
  • S63 Uniform Securities Agent State Law Examination
    2019-01-14
Designations
Other Names
  • Jordan Lahaie

View on SEC IAPD

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