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Atticus Paul Lavelle

Fortitude Family Office

Scottsdale, AZ

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Current Employers
Fortitude Family Office

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-09-25
  • AZ RA
    APPROVED
    Since 2023-09-25

Branch Locations

7500 N Dobson Rd Suite 151, Scottsdale, AZ 85256 • 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
Student At Sunnyslope High School Phoenix AZ 08/2014 05/2018
Unpaid Office Assistant To Family Business (Law Of Phoenix AZ 10/2017 07/2018
Charles Schwab Phoenix AZ 06/2021 08/2021
Student At The University Of Arizona Tucson AZ 08/2018 05/2022
Charles Schwab Phoenix AZ 06/2022 12/2022
Fortitude Family Office Scottsdale AZ 01/2023 Present
Fortitude Family Office Scottsdale AZ 01/2023 Present
  • 08/2014 → 05/2018
    Student At Sunnyslope High School
    Phoenix, AZ
  • 10/2017 → 07/2018
    Unpaid Office Assistant To Family Business (Law Of
    Phoenix, AZ
  • 06/2021 → 08/2021
    Charles Schwab
    Phoenix, AZ
  • 08/2018 → 05/2022
    Student At The University Of Arizona
    Tucson, AZ
  • 06/2022 → 12/2022
    Charles Schwab
    Phoenix, AZ
  • 01/2023 → Present
    Fortitude Family Office
    Scottsdale, AZ
  • 01/2023 → Present
    Fortitude Family Office
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-07
  • S65 Uniform Investment Adviser Law Examination
    2023-08-07

View on SEC IAPD

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JARON DAVID CARMICHAEL
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Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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