Geoffrey Cong Khanh Tran

Current Employers

Fortitude Family Office

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-01-03
TX	RA	APPROVED_RES	2024-10-22

AZ RA
APPROVED

Since 2025-01-03
TX RA
APPROVED_RES

Since 2024-10-22

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Tolleson Wealth Management, Inc.	Dallas	TX	12/2012	08/2019
N/A	Sacramento	CA	09/2019	08/2020
Gfto Group Llc	Sacramento	CA	09/2020	12/2021
Fortitude Family Office Llc	Scottsdale	AZ	01/2022	Present
Fortitude Family Office, Llc	Scottsdale	AZ	09/2024	Present

12/2012 → 08/2019

Tolleson Wealth Management, Inc.

Dallas, TX
09/2019 → 08/2020

N/A

Sacramento, CA
09/2020 → 12/2021

Gfto Group Llc

Sacramento, CA
01/2022 → Present

Fortitude Family Office Llc

Scottsdale, AZ
09/2024 → Present

Fortitude Family Office, Llc

Scottsdale, AZ

Previous Registrations

2013-04-12 → 2019-10-29

Tolleson Private Wealth Management

Dallas, TX
2012-01-12 → 2012-11-16

Tfo Family Office Partners

Phoenix, AZ
2010-08-24 → 2011-11-23

Gfo Advisory Services, Llc

Phoenix, AZ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-08-16

S65 Uniform Investment Adviser Law Examination

2010-08-16

Designations

Other Names

Geoff Tran

View on SEC IAPD

Current Employers

Fortitude Family Office

Disclosures

Employment History

Previous Registrations

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews