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Maia D. Thomas

FORTITUDE ADVISORY GROUP L.L.C.
Laramie, WY
Some features on this profile are disabled
CRD#: 2017456
MT

Professional summary

Maia Devon Thomas, who also goes by Maia Devon Veitzer, Maia Veitzer, is a registered financial advisor currently at FORTITUDE ADVISORY GROUP L.L.C. located in Laramie, Wyoming.

Maia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Maia has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 8 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Maia Devon Veitzer | Maia Veitzer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maia Devon Thomas's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 13, 2021 - Present

FORTITUDE ADVISORY GROUP L.L.C.

RIA
CRD#: 116083
Laramie, WY
Past

December 12, 2017 - December 31, 2021

E2I ADVISORS, LLC

RIA
CRD#: 285987
Laramie, WY
Past

March 11, 2016 - January 2, 2018

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

RIA
CRD#: 168256
Claremont, CA
Past

September 22, 2015 - February 25, 2020

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Burlington, VT
Past

August 7, 2015 - March 25, 2016

VALDA PARTNERS, LLC

RIA
CRD#: 170919
CLAREMONT, CA
Past

January 2, 2009 - July 2, 2015

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
CLAREMONT, CA
Past

November 25, 2008 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
CLAREMONT, CA
Past

March 29, 2005 - November 21, 2008

CARSON ADVISORY GROUP

RIA
CRD#: 117410
ATHENS, GA
Past

February 7, 1995 - July 2, 2015

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
CLAREMONT, CA
Past

September 23, 1991 - November 17, 1993

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FORTITUDE ADVISORY GROUP L.L.C.
AFM INVESTMENTS | WEITZ FINANCIAL | WEALTH INNOVATIONS | VALDA PARTNERS | SUMNER WEITZ PRIVATE CLIENT GROUP | SUMMITALLIANCE ADVISORS, L.L.C. | SOUND WEALTH PARTNERS | SIG FIDUCIARY MANAGEMENT | SIG ADVISORS, L.L.C. | RIDDICK & COMPANY ENTREPRENEURIAL FINANCE | PROACTIVE PLANNING PARTNERS (P3) | ONE WEALTH MANAGEMENT | JORDAN A. LINN ADVISORY SERVICES | JL ADVISORY SERVICES | FORTITUDE ADVISORY GROUP L.L.C. | FARR FINANCIAL | CONCENTIO CAPITAL | CK FINANCIAL SERVICES | ARGENTUS PARTNERS, LLC | ARGENTUS ADVISORS, LLC (DBA: SOUND WEALTH PARTNERS) | ARGENTUS ADVISORS, LLC | ARGENTUS | APERTURE ADVISORS

CRD#: 116083 / SEC#: 801-60827

RIA
Registered Investment Advisory firm - (1/4/2002 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oregon
(10/19/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/9/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/23/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/20/1991
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 11/29/1991
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

FA
FORTITUDE ADVISORY GROUP L.L.C.
AFM INVESTMENTS | WEITZ FINANCIAL | WEALTH INNOVATIONS | VALDA PARTNERS | SUMNER WEITZ PRIVATE CLIENT GROUP | SUMMITALLIANCE ADVISORS, L.L.C. | SOUND WEALTH PARTNERS | SIG FIDUCIARY MANAGEMENT | SIG ADVISORS, L.L.C. | RIDDICK & COMPANY ENTREPRENEURIAL FINANCE | PROACTIVE PLANNING PARTNERS (P3) | ONE WEALTH MANAGEMENT | JORDAN A. LINN ADVISORY SERVICES | JL ADVISORY SERVICES | FORTITUDE ADVISORY GROUP L.L.C. | FARR FINANCIAL | CONCENTIO CAPITAL | CK FINANCIAL SERVICES | ARGENTUS PARTNERS, LLC | ARGENTUS ADVISORS, LLC (DBA: SOUND WEALTH PARTNERS) | ARGENTUS ADVISORS, LLC | ARGENTUS | APERTURE ADVISORS

CRD#: 116083 / SEC#: 801-60827

RIA
Registered Investment Advisory firm - (1/4/2002 Approved)
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Contact information

Main Address
7195 Wagner Way Suite 104, Gig Harbor, WA 98335
Mailing Address
Phone number
(253) 470-4977
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORTITUDE ADVISORY GROUP BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts1,326
AUM (Assets Under Management)$ 416,903,117

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FORTITUDE ADVISORY GROUP L.L.C.

CRD#: 116083Laramie, WY

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