Arlie James Skurdal

Employer firm

Fortis Capital Management LLC CRD 172198

$1.16B regulatory AUM 2 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Periodicals / newsletters
Educational seminars

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

Current Employers

Fortis Capital Management Llc

3600 136Th Pl Se Suite 270, Bellevue, WA 98006 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2017-03-17

WA RA
APPROVED

Since 2017-03-17

Branch Locations

Seattle, WA • 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

Previous Registrations

1999-12-13 → 2010-11-15

Senior Financial Advisors, Inc.

Bellevue, WA
1999-09-03 → 2010-07-07

Cetera Wealth Services, Llc

Bellevue, WA

Bellevue, WA

Seattle, WA

Other Businesses

1)CLUB SECRETARY FOR THE UNIVERSITY KIWANIS FOUNDATION. 2)DBA A.J. SKURDAL, PHD. CURRENTLY PROVIDE PROFESSIONAL CONSULTING. GOALS & MONEY SEMINARS 2 HRS PER WEEK.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1987-06-26

S63 Uniform Securities Agent State Law Examination

1987-06-26

Designations

Certified Financial Planner

Other Names

A J Skurdal

View on SEC IAPD