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7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-02 |
Branch Locations
Staten Island, NY • United States
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors Llc | Edison | NJ | 05/2015 | 01/2017 |
| New York Life Insurance Company | New York | NY | 01/2017 | 05/2019 |
| Nylife Securities Llc | New York | NY | 01/2017 | 05/2019 |
| Eagle Strategies Llc | New York | NY | 05/2017 | 05/2019 |
| Massmutual Life Insurance Company | New York | NY | 05/2019 | 07/2024 |
| Mml Investors Services, Llc | New York | NY | 05/2019 | 07/2024 |
| Fortis Capital Advisors, Llc | Prairie Village | KS | 08/2024 | Present |
| Simplicity Investments | Summit | NJ | 02/2026 | Present |
1.) FORTIS CAPITAL ADVISORS - 8/2/24 - 7301 Mission Road, Suite 326, Prairie Village, KS 66208 - Sales Manager, Sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) Simplicity Investments, Investment Related, 475 Springfield Ave Summit, NJ 07901, Investment Broker Dealer business, Registered Representative, Start 2/2026, 10 hours per month, 5 during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-21 |
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