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Advisor at FORTITUDE FAMILY OFFICE
SCOTTSDALE, AZ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FORTITUDE FAMILY OFFICE | Independent wealth | Mar 14, 2023 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| Captrust | Institutional manager | Feb 22, 2021 | Jan 25, 2023 | no | RALEIGH, NC|PHOENIX, AZ | Previous registration |
| MRA ASSOCIATES | Former SEC adviser | Jul 17, 2017 | Mar 29, 2021 | no | PHOENIX, AZ | Previous registration |
| Keatsconnelly | Former SEC adviser | Feb 20, 2015 | Jun 20, 2017 | no | PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Captrust | FORTITUDE FAMILY OFFICE | Jan 25, 2023 | Mar 14, 2023 | 48 | Firm change | Other |
| MRA ASSOCIATES | Captrust | Mar 29, 2021 | Feb 22, 2021 | -35 | Firm change after gap | Other |
| Keatsconnelly | MRA ASSOCIATES | Jun 20, 2017 | Jul 17, 2017 | 27 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 152734:175112:AZ:2021-03-29 | Mar 29, 2021 | Feb 22, 2021 | PHOENIX, AZ | Firm change after gap |