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Timothy Steven Smisek

Fortress Wealth Group

Winter Park, FL

Winter Spring, FL

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Current Employers
Fortress Wealth Group

1099 W Morse Blvd, Winter Park, FL 32789 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-02-08
  • FL RA
    APPROVED
    Since 2021-02-08

Branch Locations

1099 W Morse Blvd, Winter Park, FL 32789 • United States

Winter Spring, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moors & Cabot, Inc. Winter Park FL 09/2014 12/2020
Fortress Wealth Group, Llc Orlando FL 01/2021 Present
  • 09/2014 → 12/2020
    Moors & Cabot, Inc.
    Winter Park, FL
  • 01/2021 → Present
    Fortress Wealth Group, Llc
    Orlando, FL
Previous Registrations
  • 2014-09-15 → 2021-01-05
    Moors & Cabot, Inc.
    Maitland, FL
  • 2004-02-25 → 2014-09-17
    Msi Financial Services, Inc.
    Orlando, FL
    Orlando, FL
  • 2001-09-13 → 2003-12-16
    Mony Securities Corporation
    Winter Springs, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-09
S63 Uniform Securities Agent State Law Examination 2001-09-12
  • S66 Uniform Combined State Law Examination
    2002-05-09
  • S63 Uniform Securities Agent State Law Examination
    2001-09-12
Designations
Other Names
  • T Smisek

View on SEC IAPD

Other Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
DOBSON STREET LLC
PFS INVESTMENTS INC.

Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

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