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7500 N Dobson Rd Suite 151, Scottsdale, AZ 85256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-03-14 |
Branch Locations
7500 N Dobson Rd Suite 151, Scottsdale, AZ 85256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keats Connelly | Phoenix | AZ | 04/2014 | 06/2017 |
| Mra Associates | Phoenix | AZ | 06/2017 | 11/2020 |
| Captrust | Raleigh | NC | 11/2020 | 01/2023 |
| Fortitude Family Office | Scottsdale | AZ | 02/2023 | Present |
| Fortitude Family Office | Scottsdale | AZ | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-11 |
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