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Current Employers
Fortress Wealth Planning

1400 Marsh Landing Pkwy., Suite 112, Jacksonville Beach, FL 32250 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-07
  • FL RA
    APPROVED
    Since 2026-08-07

Branch Locations

1400 Marsh Landing Pkwy., Suite 112, Jacksonville Beach, FL 32250 • 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
Mcilrath & Eck Arlington WA 01/2022 07/2023
Fortress Wealth Planning Ponte Vedra Beach FL 03/2026 Present
Full-Time Student Oslo 03/2023 07/2025
Unemployed Kilauea HI 07/2025 03/2026
Full-Time Student Lawrence KS 04/2016 05/2021
Unemployed Lawrence KS 05/2021 01/2022
  • 01/2022 → 07/2023
    Mcilrath & Eck
    Arlington, WA
  • 03/2026 → Present
    Ponte Vedra Beach, FL
  • 03/2023 → 07/2025
    Full-Time Student
    Oslo
  • 07/2025 → 03/2026
    Unemployed
    Kilauea, HI
  • 04/2016 → 05/2021
    Full-Time Student
    Lawrence, KS
  • 05/2021 → 01/2022
    Unemployed
    Lawrence, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-03
  • S65 Uniform Investment Adviser Law Examination
    2026-08-03

View on SEC IAPD

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