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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-07-29 |
Branch Locations
3815 River Crossing Pkwy Suite 200, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Wealth Management | Indianapolis | IN | 09/2015 | 03/2017 |
| Key Wealth Management | Indianapolis | IN | 03/2017 | 12/2018 |
| Management | Indianapolis | IN | 12/2018 | 05/2025 |
| Sanctuary Advisors Llc | Indianapolis | IN | 07/2025 | Present |
1. Name: Fortis Transition Partners Position: Founder/Owner Nature: Fortis Transition Partners is a buy-side intermediary firm. It searches and locates businesses for buy-side private equity firms to consider purchasing. Investment Related: No Hours: 20 Securities Trading Hours: 20 Start Date: 03/12/2025 Address: 11885 Sloane Muse, Fishers IN 46037, United States Description: As founder of the business, I serve in a chairman of the board role, but am not involved in the day-to-day operations of the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-29 |
| S66 | Uniform Combined State Law Examination | 2025-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-07 |
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