FORTA FINANCIAL GROUP, INC. ⚠ Disclosure events INACTIVE IA
⚠ Regulatory disclosure flag: FINRA reports regulatory or customer-dispute disclosure events for this firm. The specific details (regulatory actions, arbitrations, customer complaints, criminal events) live on the canonical BrokerCheck page. This flag is the KYC tripwire that institutional vendors charge for.
Key facts
- FINRA firm ID
- 28784
- Firm name
- FORTA FINANCIAL GROUP, INC.
- Other names / DBAs
- AMERICA'S RETIREMENT STORE; VALLEY OAK FINANCIAL; SENTRY PACIFIC; PRESIDENTIAL WEALTH MANAGEMENT; PRESIDENTIAL BROKERAGE, INC.; PRESIDENTIAL BROKERAGE; FORTA FINANCIAL GROUP, INC.
- IA scope
- INACTIVE
- SEC IA file
- 801-113100
- SEC BD file
- 8-43930
- Branches
- 0
- Disclosure events
- YES
- HQ
- GREENWOOD VILLAGE, CO, 80111, United States
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