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7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-07 |
Branch Locations
Ormond Beach, FL • 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 |
|---|---|---|---|---|
| Euclid Investment Advisory | Bethesda | MD | 11/2014 | 11/2023 |
| Cx Institutional, Llc | Auburn | IN | 07/2023 | Present |
| Fortis Capital Advisors, Llc | Prairie Village | KS | 02/2025 | Present |
Ormond Beach Historical Society, non-investment related, 38 East Granada Blvd, Ormond Beach, FL 32176, Preservation and Education of Ormond's History, Board Member, Start Date 12/2024, 5 hrs./month, 0 during trading hours, board member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-23 |
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