Richard Salvatore Lotito

Current Employers

Fortis Group Advisors Llc

345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2018-11-26
PA	RA	APPROVED	2018-02-15

NJ RA
APPROVED

Since 2018-11-26
PA RA
APPROVED

Since 2018-02-15

Branch Locations

345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States

345 Kinderkamack Road, Westwood, NJ 07675 • 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

Organization	City	State	From	To
Invest Financial Corporation	East Stroudsburg	PA	03/2010	02/2018
Lpl Financial Llc	Westwood	NJ	02/2018	Present
Fortis Group Advisors, Llc	Westwood	NJ	02/2018	Present

03/2010 → 02/2018

Invest Financial Corporation

East Stroudsburg, PA
02/2018 → Present

Lpl Financial Llc

Westwood, NJ
02/2018 → Present

Fortis Group Advisors, Llc

Westwood, NJ

Previous Registrations

2010-03-09 → 2018-02-14

Invest Financial Corporation

Appleton, WI

East Stroudsburg, PA

Appleton, WI
2009-12-10 → 2010-03-03

Sii Investments, Inc.

Scotrun, PA
2007-08-23 → 2009-12-31

Securities America Advisors, Inc.

Fairfield, NJ

Other Businesses

1. 02/14/2018 - DYNAMIC WEALTH CONSULTING LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 3/2010 - 160 Hours Per Month. 2. 4/11/2018 - Fortis Group Advisors, LLC - DBA: (HYBRID) Fortis Group Advisors - Investment Related - At Reported Business Location(s) - IAR - 112 Hours Per Month - I provide investment advisory services through Fortis Group Advisors, LLC, an independent investment advisor firm. I started this business activity in 2/2018. I expect to spend approximately 112 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. 3. 6/12/2019 - DYNAMIC WEALTH CONSULTING LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 02/20/2018 - 40 Hours Per Month During Securities Trading - UNIVERSAL LIFE, WHOLE LIFE, TERM, DI, LTC, HEALTH & FA. 4. 01/20/2022 - Swift Kennedy and Associates - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Broker - Start Date: 01/01/2011 - 10 Hours Per Month/10 Hours During Securities Trading. 5. 01/20/2022 - Benefit Mall - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Broker - Start Date: 09/01/2021 - 10 Hours Per Month/10 Hours During Securities Trading.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-08-10
S63	Uniform Securities Agent State Law Examination	2003-03-11

S65 Uniform Investment Adviser Law Examination

2007-08-10
S63 Uniform Securities Agent State Law Examination

2003-03-11

View on SEC IAPD