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RIA / WealthAdvisorPersonal Financial Specialist16 years in industry

GEOFFREY CONG KHANH TRAN

Advisor at FORTITUDE FAMILY OFFICE

SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:6686ee7c-386a-36ad-cde6-de32c0618cf3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 24, 2010 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 FAMILY OFFICE
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 16, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Personal Financial Specialist
Exams: S65
First exam: Aug 16, 2010
First registration: Aug 24, 2010
Dual registered: no
Other names: GEOFF TRAN
IAPD individual key: 5748874

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 FAMILY OFFICE	Independent wealth	Oct 22, 2024	n/a	yes	SCOTTSDALE, AZ	Current employment
TOLLESON PRIVATE WEALTH MANAGEMENT	Mixed wealth	Apr 12, 2013	Oct 29, 2019	no	DALLAS, TX	Previous registration
TFO FAMILY OFFICE PARTNERS	Independent wealth	Jan 12, 2012	Nov 16, 2012	no	PHOENIX, AZ	Previous registration
GFO ADVISORY SERVICES, LLC	Asset manager	Aug 24, 2010	Nov 23, 2011	no	PHOENIX, AZ	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
TOLLESON PRIVATE WEALTH MANAGEMENT	FORTITUDE FAMILY OFFICE	Oct 29, 2019	Oct 22, 2024	1,820	Firm change after gap	RIA to RIA
TFO FAMILY OFFICE PARTNERS	TOLLESON PRIVATE WEALTH MANAGEMENT	Nov 16, 2012	Apr 12, 2013	147	Firm change	Other
GFO ADVISORY SERVICES, LLC	TFO FAMILY OFFICE PARTNERS	Nov 23, 2011	Jan 12, 2012	50	Firm change	Other

Relationships

Registered with (4)

→ FORTITUDE FAMILY OFFICERegistered adviserregistration: current employment
Oct 22, 2024 to presentfactForm ADV
→ TOLLESON PRIVATE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 12, 2013 to Oct 29, 2019factForm ADV
→ TFO FAMILY OFFICE PARTNERSRegistered adviserregistration: previous registration
Jan 12, 2012 to Nov 16, 2012factForm ADV
→ GFO ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Aug 24, 2010 to Nov 23, 2011factForm ADV

Dated events

No dated event names this entity yet.