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7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-08-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Red Bank | NJ | 05/2013 | 06/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 06/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Red Bank | NJ | 06/2020 | 08/2025 |
| Bank Of America, N.A. | Red Bank | NJ | 09/2020 | 08/2025 |
| Fortis Capital Advisors, Llc | Prairie Village | KS | 08/2025 | Present |
Fixed insurance sales, investment related, same address as branch, salesperson, 10 hours per month during trading hours, sales of fixed insurance products through various carriers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-26 |
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