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345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-14 |
| NJ | RA | APPROVED | 2018-02-21 |
Branch Locations
144 Wild Azalea Lane, Skillman, NJ 08558 • United States
345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 03/2008 | 02/2018 |
| Lpl Financial Llc | Skillman | NJ | 02/2018 | Present |
| Fortis Group Advisors, Llc | Skillman | NJ | 01/2018 | Present |
1. 02/14/2018 - MARTIN FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 08/12/09 - 1 Hours Per Month. 2. 02/14/2018 - MGK WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 03/03/08 - 160 Hours Per Month/100 During Securities Trading. 3. 4/11/2018 - Fortis Group Advisors - DBA: (HYBRID) MGK Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - 1 Hour Per Month - I provide investment advisory services through Fortis Group Advisors, an independent investment advisor firm. I started this business activity in 2/2018. I expect to spend approximately 1 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-30 |
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