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656 E. Swedesford Road Suite 330, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2014-09-04 |
| PA | RA | APPROVED | 2014-01-30 |
Branch Locations
656 E. Swedesford Road Suite 330, Wayne, PA 19087 • 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 |
|---|---|---|---|---|
| Fortis Advisors Llc | King Of Prussia | PA | 08/2013 | Present |
| Fortis Family Office, Llc | King Of Prussia | PA | 07/2013 | Present |
CHIEF EXECUTIVE OFFICER OF FORTIS PARTNERS LLC. NON-INVESTMENT RELATED ACTIVITY, 1045 FIRST AVENUE-SUITE 120, KING OF PRUSSIA, PA 19406, SERVICES INCLUDE PROVIDING FAMILY OFFICE SERVICES (ACCOUNTING, TAX, ETC...) 200 HOURS PER MONTH, 5 HOURS DURING TRADING HOURS. AS CEO, DEREK'S PRIMARY DUTIES IS TO OVERSEE THE BUSINESS OPERATIONS OF THE FAMILY OFFICE. HE IS RESPONSIBLE FOR BUSINESS DEVELOPMENT AND OVERALL DECISIONS AFFECTING THE OPERATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-30 |
| S66 | Uniform Combined State Law Examination | 2002-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-06 |
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