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7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-30 |
Branch Locations
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
72 Sharp Street, Suite A9, Hingham, MA 02043 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2014 | Present |
| Mcadam, Llc | Hingham | MA | 10/2014 | 12/2024 |
| Fortis Capital Advisors, Llc Dba Lrvs Advisory Group, Llc | Prairie Village | KS | 01/2025 | Present |
1. Fortis Capital Advisors, LLC dba LRVS Advisory Group, LLC. Investment Related. At registered location. DBA for investment, insurance and financial planning services. Partner/Co-Owner. START 10/2014. 160 hours per month during trading. Financial Planning and Wealth Management. 2. Fixed Insurance Sales. Investment Related. At registered location. Fixed/ Traditional Insurance. Agent. Start Date: 10/03/2014. 10 hours / month; all during trading hours. Provide insurance advice based on the needs of client(s). 3) LRVS 72 Sharp, LLC, investment related, At registered location, real estate investment for business office, co-owner, 0 hours. 4) PAL Financial LLC, investment related, At registered location, 0 hours per month, Owner, entity for tax purposes only.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-01 |
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