Inactive

Sam Tryhus Winter

Fortitude Family Office

Claim This Profile

Current Employers

Fortitude Family Office

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2023-07-21

AZ RA
APPROVED

Since 2023-07-21

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

Organization	City	State	From	To
Cudos Llc	Scottsdale	AZ	01/2018	10/2021
Ubs Financial Services	Scottsdale	AZ	05/2017	07/2017
Personal Card	Scottsdale	AZ	08/2003	12/2017
Fortitude Family Office	Scottsdale	AZ	07/2023	Present
Fortitude Family Office	Scottsdale	AZ	07/2023	Present
Student	Scottsdale	AZ	07/2013	01/2018
N/A	Scottsdale	AZ	10/2021	07/2023

01/2018 → 10/2021

Cudos Llc

Scottsdale, AZ
05/2017 → 07/2017

Ubs Financial Services

Scottsdale, AZ
08/2003 → 12/2017

Personal Card

Scottsdale, AZ
07/2023 → Present

Fortitude Family Office

Scottsdale, AZ
07/2023 → Present

Fortitude Family Office

Scottsdale, AZ
07/2013 → 01/2018

Student

Scottsdale, AZ
10/2021 → 07/2023

N/A

Scottsdale, AZ

Previous Registrations

2018-04-20 → 2021-10-20

Cudos

Scottsdale, AZ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-12-16

S65 Uniform Investment Adviser Law Examination

2017-12-16

View on SEC IAPD

Other Firms

BRIDGELIGHT CAPITAL LLC

MERCER GLOBAL ADVISORS INC.

LPL FINANCIAL LLC

IRONWOOD WEALTH ADVISORS, LLC

PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR

CETERA INVESTMENT ADVISERS LLC

FAITH INVESTOR SERVICES

MERIDIAN WEALTH MANAGEMENT, LLC

Other Investors

GARY TODD STRINGER

SHAUN ELIZABETH BRACKEN

KENNETH ROY BLACKBURN

MARC ALAN NORMANN

PAUL JOSEPH SEIDMAN

JARON DAVID CARMICHAEL

HUSSEIN ELGOHARY

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

More in Scottsdale, AZ

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor