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Current Employers
Fortis Group Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-10-14
NJ RA APPROVED 2019-09-03
  • TX RA
    APPROVED_RES
    Since 2024-10-14
  • NJ RA
    APPROVED
    Since 2019-09-03

Branch Locations

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

101 Crawfords Corner Road Suite 4125, Holmdel, NJ 07733 • 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
Mass Mutual Edison NJ 11/2013 07/2019
Mml Investors Services Edison NJ 11/2013 07/2019
Fortis Group Advisors Llc Westwood NJ 08/2019 Present
Lpl Financial, Llc Westwood NJ 08/2019 Present
  • 11/2013 → 07/2019
    Mass Mutual
    Edison, NJ
  • 11/2013 → 07/2019
    Mml Investors Services
    Edison, NJ
  • 08/2019 → Present
    Westwood, NJ
  • 08/2019 → Present
    Lpl Financial, Llc
    Westwood, NJ
Previous Registrations
Other Businesses

1. 8/15/2019 - CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 8/7/2019 - 40 Hours Per Month/8 Hours During Securities Trading - Time Spent 25%. 2. 8/15/2019 - The Fortis Agency LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 7/30/2019 - 40 Hours Per Month/8 Hours During Securities Trading. 3. 9/20/2019 - Fortis Group Advisors LLC - DBA: (Hyb)CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 8/7/2019 - 40 Hours Per Month/8 Hours During Securities Trading - Time Spent 25%. 4. 9/20/2019 - Fortis Group Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 8/7/2019 - 40 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Fortis Group Advisors, LLC, an independent investment advisor firm. I started this business activity in 08/2019. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-27
  • S66 Uniform Combined State Law Examination
    2014-01-27

View on SEC IAPD

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