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Nadyne Rebecca Abubo

Fortem Financial Group, LLC

Palm Desert, CA

Phoenix, AZ

CRD 7984190

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Employer firm

Fortem Financial Group, LLC CRD 291662

$632M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

Current Employers
Fortem Financial Group, Llc

44801 Village Court #201, Palm Desert, CA 92260 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-01
AZ RA APPROVED 2025-04-28
  • CA RA
    APPROVED
    Since 2025-05-01
  • AZ RA
    APPROVED
    Since 2025-04-28

Branch Locations

44801 Village Court #201, Palm Desert, CA 92260 • United States

Phoenix, AZ • 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
Fortem Financial Group, Llc Phoenix AZ 09/2024 Present
Socially Acceptable Phoenix AZ 01/2022 08/2024
Transact Campus Inc. Scottsdale AZ 06/2024 08/2024
Yumbar Restaurnant & Bar Phoenix AZ 02/2024 05/2024
Mercado Design Build Studio Llc Phoenix AZ 08/2021 05/2022
Luna'S Pizza Bar And Grill Indio CA 03/2021 12/2023
Grand Canyon University Phoenix AZ 08/2021 04/2024
Student Catheddral City CA 09/2014 08/2021
  • 09/2024 → Present
    Fortem Financial Group, Llc
    Phoenix, AZ
  • 01/2022 → 08/2024
    Socially Acceptable
    Phoenix, AZ
  • 06/2024 → 08/2024
    Transact Campus Inc.
    Scottsdale, AZ
  • 02/2024 → 05/2024
    Yumbar Restaurnant & Bar
    Phoenix, AZ
  • 08/2021 → 05/2022
    Mercado Design Build Studio Llc
    Phoenix, AZ
  • 03/2021 → 12/2023
    Luna'S Pizza Bar And Grill
    Indio, CA
  • 08/2021 → 04/2024
    Grand Canyon University
    Phoenix, AZ
  • 09/2014 → 08/2021
    Student
    Catheddral City, CA
Other Businesses

CalvaryPHX Non-denomination Christian Church Employee Since 09/2024 Not Investment Related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-05
  • S65 Uniform Investment Adviser Law Examination
    2025-04-05

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THE WEALTH CONSULTING GROUP

Nearby Investors

MICHAEL J GOODMAN
GREGORY C HILL
NEAL BRIAN WILSON

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · PALM DESERT, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Palm Desert, CA
THE WEALTH CONSULTING GROUP · Palm Desert, CA

More in Palm Desert, CA

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