Maia Devon Thomas

Employer firm

Fortitude Advisory Group L.l.c. CRD 116083

$468M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 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