# FORTA FINANCIAL GROUP, INC.

> FINRA firm 28784 · INACTIVE · **⚠ HAS DISCLOSURE EVENTS** · GREENWOOD VILLAGE, CO

## ⚠ Regulatory disclosure flag

FINRA reports regulatory or customer-dispute disclosure events for this firm. The disclosure detail (regulatory actions, arbitrations, customer complaints, criminal events) is on the canonical BrokerCheck page — every advisor / broker-dealer carrying a yes on this flag has at least one reported event.

## Key facts

- **FINRA firm ID:** 28784
- **Firm name:** FORTA FINANCIAL GROUP, INC.
- **Other names:** AMERICA'S RETIREMENT STORE, VALLEY OAK FINANCIAL, SENTRY PACIFIC, PRESIDENTIAL WEALTH MANAGEMENT, PRESIDENTIAL BROKERAGE, INC., PRESIDENTIAL BROKERAGE, FORTA FINANCIAL GROUP, INC.
- **Investment Adviser scope:** INACTIVE
- **SEC IA file number:** 801-113100
- **SEC BD file number:** 8-43930
- **Branches:** 0
- **Has disclosure events:** YES
- **Headquarters:** GREENWOOD VILLAGE, CO, 80111, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/28784

## Citation

> FINRA BrokerCheck, firm 28784 (FORTA FINANCIAL GROUP, INC.). Retrieved via AI Analytics 2026-05-16 from https://api.ai-analytics.org/broker/28784.

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