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Current Employers
Fortis Capital Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-08-16
  • PA RA
    APPROVED
    Since 2024-08-16

Branch Locations

19 W College Ave Suite 350, Yardley, PA 19067 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 08/2013 08/2024
Bank Of America, N.A. Pennington NJ 08/2013 08/2024
Fortis Capital Advisors, Llc Prairie Village KS 08/2024 Present
Previous Registrations
Other Businesses

1) Fixed Insurance Sales, investment related, same address as branch, sales of fixed insurance products, 10 hours per month during trading, salesperson. 2) Isaac Financial, investment related, same address as branch, start 08/2024, DBA name for insurance and investment services, 160 hours per month during trading, principal. 3) ADP Revenue Share Program, investment related,1108 Cornell Drive Yardley, PA 19067, Referral of Payroll Services to ADP, Consultant, Start 05/20/2025; 1 hour per month, 0 during trading hours 4) Slab Corner, LLC, not investment related, 1108 Cornell Drive Yardley, PA 19067, Trading Cards & Collectibles, Owner, Start Date 09/01/2026, 8-12 hour per month, 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-11
  • S66 Uniform Combined State Law Examination
    2007-07-11
Designations
Other Names
  • Yitzi Keil
  • Yitzi Keil

View on SEC IAPD

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