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Current Employers
Fortis Group Advisors Llc

345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2018-02-21
  • NJ RA
    APPROVED
    Since 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

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
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
  • 10/2011 → 02/2018
    Invest Financial Corp.
    Tampa, FL
  • 02/2018 → Present
    Lpl Financial Llc
    Freehold, NJ
  • 02/2018 → Present
    Freehold, NJ
Previous Registrations
  • 2012-01-09 → 2018-02-20
    Invest Financial Corporation
    Freehold, NJ
    Appleton, WI
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-01-05
  • S66 Uniform Combined State Law Examination
    2012-01-05

View on SEC IAPD

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