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345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-02-21 |
Branch Locations
9 Professional Circle Suite 204, Colts Neck, NJ 07722 • United States
345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp. | Tampa | FL | 10/2011 | 02/2018 |
| Lpl Financial Llc | Freehold | NJ | 02/2018 | Present |
| Fortis Group Advisors, Llc | Freehold | NJ | 02/2018 | Present |
1. 02/14/2018 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 2010. 2. 02/14/2018 - Christopher Edwards Financial Associates LLP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 2008. 3. 4/11/2018 - Fortis Group Advisors, LLC - DBA: (HYBRID) Fortis Group Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - 120 Hours Per Month - I provide investment advisory services through Fortis Group Advisors, LLC, an independent investment advisor firm. I started this business activity in 2/2018. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 10/08/2024 - Christopher Edwards Financial Associates, LLP - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 02/01/2018 - 160 Hours per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-05 |
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