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7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-07 |
Branch Locations
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
401 S. Old Woodward, Suite 300, Birmingham, MI 48009 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Birminghman | MI | 11/2010 | 01/2020 |
| Kmg Fiduciary Partners | Birmingham | MI | 01/2020 | Present |
| Fortis Capital Advisors, Llc | Prairie Village | KS | 05/2026 | Present |
1) 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-10-06 |
| S65 | Uniform Investment Adviser Law Examination | 1999-11-11 |
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