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RIA / WealthAdvisorCertified Financial Planner28 years in industry

MARK STEVEN DOSSA

Advisor at FORTITUDE WEALTH MANAGEMENT L.L.C.

San Ramon, CA

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Search this name across graphsid dfx:ria:3eff17ff-0457-3d12-4a85-83ee6aa9ccbf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 2, 2002 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FORTITUDE WEALTH MANAGEMENT L.L.C.
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 14, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jul 14, 1998
First registration: Jul 2, 2002
Dual registered: no
IAPD individual key: 3079503

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FORTITUDE WEALTH MANAGEMENT L.L.C.	State registered	May 22, 2019	n/a	yes	San Ramon, CA	Current employment
DANIEL WEALTH ADVISORS	Former SEC adviser	Mar 9, 2018	Jul 9, 2018	no	SAN DIEGO, CA	Previous registration
DANIEL WEALTH ADVISORS	Former SEC adviser	Jan 28, 2015	Dec 31, 2017	no	San Ramon, CA\|CORONA DEL MAR, CA	Previous registration
DANIEL WEALTH ADVISORS	Former SEC adviser	Dec 2, 2013	Dec 31, 2014	no	SAN DIEGO, CA	Previous registration
CENTARA CAPITAL MANAGEMENT GROUP, INC.	Former SEC adviser	Jul 11, 2002	Dec 2, 2013	no	SAN DIEGO, CA\|SAN DIEGO, CA\|LAFAYETTE, CA\|SAN DIEGO, CA	Previous registration
FINANCIAL WEST GROUP	Former SEC adviser	Jul 2, 2002	Dec 2, 2002	no	IRVINE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DANIEL WEALTH ADVISORS	FORTITUDE WEALTH MANAGEMENT L.L.C.	Jul 9, 2018	May 22, 2019	317	Firm change	RIA to state RIA
CENTARA CAPITAL MANAGEMENT GROUP, INC.	DANIEL WEALTH ADVISORS	Dec 2, 2013	Dec 2, 2013	0	Firm change	Other
FINANCIAL WEST GROUP	CENTARA CAPITAL MANAGEMENT GROUP, INC.	Dec 2, 2002	Jul 11, 2002	-144	Firm change after gap	Other

Relationships

Registered with (4)

→ FORTITUDE WEALTH MANAGEMENT L.L.C.Registered adviserregistration: current employment
May 22, 2019 to presentfactForm ADV
→ DANIEL WEALTH ADVISORSRegistered adviserregistration: previous registration
Mar 9, 2018 to Jul 9, 2018factForm ADV
→ CENTARA CAPITAL MANAGEMENT GROUP, INC.Registered adviserregistration: previous registration
Jul 11, 2002 to Dec 2, 2013factForm ADV
→ FINANCIAL WEST GROUPRegistered adviserregistration: previous registration
Jul 2, 2002 to Dec 2, 2002factForm ADV

Dated events

No dated event names this entity yet.