Trevor Darrell Moore

Employer firm

Fortitude Family Office CRD 317615

$1.00B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• FAMILY OFFICE & WEALTH MANAGEMENT SERVICES, BUSINESS MANAGEMENT, PHILANTHROPIC SERVICES

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

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

Current Employers

Employment History

• 04/2014 → 06/2017
  Keats Connelly
  Phoenix, AZ
• 06/2017 → 11/2020
  Mra Associates
  Phoenix, AZ
• 11/2020 → 01/2023
  Captrust
  Raleigh, NC
• 02/2023 → Present
  Fortitude Family Office
  Scottsdale, AZ
• 02/2023 → Present
  Fortitude Family Office
  Scottsdale, AZ

Previous Registrations

• 2021-02-22 → 2023-01-25
  Captrust
  Raleigh, NC
  Phoenix, AZ
• 2017-07-17 → 2021-03-29
  Mra Associates
  Phoenix, AZ
• 2015-02-20 → 2017-06-20
  Keats, Connelly & Associates, Inc
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-02
• S63 Uniform Securities Agent State Law Examination
  2013-11-11