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Lauren Marie Fortier

Amara Financial, LLC

Monument, CO

San Francisco, CA

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Current Employers
Amara Financial, Llc

580 California Street 12Th Floor, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-11-20
TX RA APPROVED 2020-12-21
CA RA APPROVED 2020-07-01
  • CO RA
    APPROVED
    Since 2025-11-20
  • TX RA
    APPROVED
    Since 2020-12-21
  • CA RA
    APPROVED
    Since 2020-07-01

Branch Locations

Monument, CO • United States

580 California Street 12Th Floor, San Francisco, CA 94104 • 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
Unemployed San Francisco CA 03/2016 04/2017
Ameriprise Financial Services, Inc. San Francisco CA 05/2017 10/2017
Brio Financial Group San Francisco CA 10/2017 05/2020
Amara Financial, Llc San Francisco CA 05/2020 Present
  • 03/2016 → 04/2017
    Unemployed
    San Francisco, CA
  • 05/2017 → 10/2017
    Ameriprise Financial Services, Inc.
    San Francisco, CA
  • 10/2017 → 05/2020
    Brio Financial Group
    San Francisco, CA
  • 05/2020 → Present
    Amara Financial, Llc
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-28
  • S66 Uniform Combined State Law Examination
    2014-03-28
Designations
Other Names
  • Lauren Marie Fortier
  • Lauren Fortier

View on SEC IAPD

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