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Inactive

Maia Devon Thomas

Fortitude Advisory Group L.L.C.

Laramie, WY

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Current Employers
Fortitude Advisory Group L.L.C.

7195 Wagner Way Suite 104, Gig Harbor, WA 98335 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-12-16
  • OR RA
    APPROVED
    Since 2024-12-16

Branch Locations

Laramie, WY • 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
Tru Independence Asset Management, Llc Dba Valda Portland OR 08/2015 01/2018
Purshe Kaplan Sterling Investments, Inc. Albany NY 09/2015 03/2020
Valda Partners Craftsbury VT 12/2017 Present
  • 08/2015 → 01/2018
    Tru Independence Asset Management, Llc Dba Valda
    Portland, OR
  • 09/2015 → 03/2020
    Purshe Kaplan Sterling Investments, Inc.
    Albany, NY
  • 12/2017 → Present
    Valda Partners
    Craftsbury, VT
Previous Registrations
  • 2017-12-12 → 2021-12-31
    E2I Advisors, Llc
    Burlington, VT
    Portland, OR
    Burlington, VT
    Laramie, WY
  • 2016-03-11 → 2018-01-02
    Tru Independence Asset Management, Llc
    Claremont, CA
    Portland, OR
  • 2015-08-07 → 2016-03-25
    Valda Partners, Llc
    Claremont, CA
    Portland, OR
  • 2009-01-02 → 2015-07-02
    Raymond James Financial Services Advisors, Inc
    Claremont, CA
    Claremont, CA
  • 2008-11-25 → 2009-01-02
    Raymond James Financial Services, Inc.
    Claremont, CA
    Athens, GA
    Athens, GA
  • 2005-03-29 → 2008-11-21
    Carson Advisory Group
    Athens, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-09
S63 Uniform Securities Agent State Law Examination 1991-10-23
  • S65 Uniform Investment Adviser Law Examination
    1999-11-09
  • S63 Uniform Securities Agent State Law Examination
    1991-10-23
Other Names
  • Maia Veitzer
  • Maia Devon Veitzer

View on SEC IAPD

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