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Christy Ann Pater Schmitt

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 2024-08-29
  • AZ RA
    APPROVED
    Since 2024-08-29

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
Purshe Kaplan Sterling Investments Scottsdale AZ 11/2015 07/2024
Bridgelight Capital Scottsdale AZ 10/2015 Present
Fortitude Family Office Scottsdale AZ 07/2024 Present
  • 11/2015 → 07/2024
    Purshe Kaplan Sterling Investments
    Scottsdale, AZ
  • 10/2015 → Present
    Bridgelight Capital
    Scottsdale, AZ
  • 07/2024 → Present
    Fortitude Family Office
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-02-23
S63 Uniform Securities Agent State Law Examination 1985-09-09
  • S65 Uniform Investment Adviser Law Examination
    2009-02-23
  • S63 Uniform Securities Agent State Law Examination
    1985-09-09
Other Names
  • Christy Ann Pater Schmitt
  • Christy Ann Pater
  • Christy A Pater

View on SEC IAPD

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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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