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Current Employers
Fortis Capital Advisors, Llc

7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-05-20
  • MO RA
    APPROVED
    Since 2024-05-20

Branch Locations

2315 Technology Dr. Suite 121, O'FAllon, MO 63368 • United States

7301 Mission Road Suite 326, Prairie Village, KS 66208 • 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
Simplicity Wealth, Llc Summit NJ 05/2021 09/2023
Swim Bike Run Of St. Louis Chesterfield MO 01/2016 03/2017
Save-A-Lot Earth City MO 03/2017 11/2018
Hussmann Bridgeton MO 11/2018 11/2020
Cwr Private Client Group St Charles MO 11/2020 04/2021
Serenity Wealth Management Chesterfield MO 01/2021 Present
Owlfi Lenexa KS 09/2023 Present
Fortis Capital Advisors, Llc Prairie Village KS 05/2024 Present
  • 05/2021 → 09/2023
    Simplicity Wealth, Llc
    Summit, NJ
  • 01/2016 → 03/2017
    Swim Bike Run Of St. Louis
    Chesterfield, MO
  • 03/2017 → 11/2018
    Save-A-Lot
    Earth City, MO
  • 11/2018 → 11/2020
    Hussmann
    Bridgeton, MO
  • 11/2020 → 04/2021
    Cwr Private Client Group
    St Charles, MO
  • 01/2021 → Present
    Serenity Wealth Management
    Chesterfield, MO
  • 09/2023 → Present
    Owlfi
    Lenexa, KS
  • 05/2024 → Present
    Prairie Village, KS
Previous Registrations
  • 2023-09-30 → 2024-07-31
    Owlfi
    Weldon Spring, MO
    Lenexa, KS
  • 2021-05-13 → 2023-09-29
    Chesterfield, MO
    Summit, NJ
    Dardenne Prairie, MO
    Weldon Spring, MO
Other Businesses

1) Serenity Wealth Management; Investment-related; 2315 Technology Dr. Suite 121 O'Fallon, MO 63368; Insurance sales; President; President; 01/2021; Approx. 160 hours/month; Approx. 130 hours/month during trading hours; Insurance (life and permanent) along with fixed index annuities where applicable. 2) Chris Cooper; Investment-related; 2315 Technology Dr. Suite 121 O'Fallon, MO 63368; Insurance sales; Licensed Insurance Agent; Licensed Insurance Agent; 01/2021; Approx. 160 hours/month; Approx. 130 hours/month during trading hours; Insurance (life and permanent) along with fixed index annuities where applicable.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-25
S63 Uniform Securities Agent State Law Examination 2000-09-25
  • S65 Uniform Investment Adviser Law Examination
    2021-03-25
  • S63 Uniform Securities Agent State Law Examination
    2000-09-25
Other Names
  • Chris Cooper

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