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Account
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7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-05 |
Branch Locations
3500 Granite Circle, Suite A, Toledo, OH 43617 • United States
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Toledo | OH | 11/2010 | 01/2020 |
| Kmg Fiduciary Partners | Toledo | OH | 01/2020 | Present |
| Fortis Capital Advisors, Llc | Prairie Village | KS | 05/2026 | Present |
1) Wamplers Lake LLC, not investment related, transportation company, co-owner, 0 hours per month, start 2017. 2) KMB Ventures, investment related, 6035 Wild Ivy Ct.Sylvaia, OH 43560, real estate, member, 1 hours per month not during trading hours, start 02/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-20 |
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