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345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-14 |
| NJ | RA | APPROVED | 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
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 |
|---|---|---|---|---|
| Mass Mutual | Bridgewater | NJ | 10/2013 | 07/2019 |
| Mml Investors Services | Bridgewater | NJ | 11/2013 | 07/2019 |
| Lpl Financial, Llc | Holmdel | NJ | 08/2019 | Present |
| Fortis Group Advisors Llc | Westwood | NJ | 08/2019 | Present |
1)07/2019 - Insurance - The Fortis Agency, LLC - 25% - INVESTMENT RELATED - MATAWAN, NJ 07747 2)08/2019 - DBA for LPL Business (entity for LPL business) - Christopher Edwards Financial Associates - 25% - INVESTMENT RELATED - WESTWOOD, NJ 07675. 3) 9/3/2019 - Fortis Group Advisors - 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) 9/3/2019 - 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 - Time Spent 25% - 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. 5) 9/13/2021 - Fortis Group Advisors - DBA: (HYB) FORTIS WEALTH GROUP, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 08/01/2021 - 75 Hours Per Month/4 Hours During Securities Trading. 6) 02/13/2025 - Fortis Wealth Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:01/01/2025 - 40 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-03 |
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