John R Civardi
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Fortress Financial Solutions, LLCJul 2026 to now
- Sixty Seven SocietyApr 2026 to now
- Taylor's B.L.U.E.S.Jul 2025 to now
- Old Pueblo Community ServicesOct 2026 to Nov 2026
- Ymca ColumbusDec 2025 to Jan 2026
- Balance FinancialNov 2025 to Jul 2026
- St. Vincent De PaulAug 2023 to Jul 2025
- Love Thy NeighborhoodMay 2023 to Jul 2023
- Rebel FinancialDec 2020 to Apr 2023
- Atlantic Planning Pension CorpNov 2020 to Nov 2020
- Texas TechJan 2020 to May 2021
- UnemployedOct 2019 to Dec 2019
- Ameriprise FinancialJan 2019 to Oct 2019
- Kean UniversityJan 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Fortress Financial Solutions, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7059005
- 143969