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Current Employers
Fortis Capital Advisors, Llc

7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2024-09-06
  • NH RA
    APPROVED
    Since 2024-09-06

Branch Locations

7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States

North Sutton, NH • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Metlife Securities Inc New York NY 02/2008 03/2017
Massachusetts Mutual Life Insurance Company Sutton NH 07/2016 Present
Mml Investors Services, Llc Sutton NH 03/2017 Present
  • 02/2008 → 03/2017
    Metlife Securities Inc
    New York, NY
  • 07/2016 → Present
    Massachusetts Mutual Life Insurance Company
    Sutton, NH
  • 03/2017 → Present
    Sutton, NH
Previous Registrations
  • 2017-03-25 → 2024-09-06
    New York, NY
    Tarrytown, NY
    Brookfield, CT
    Sutton, NH
  • 2014-02-05 → 2017-03-25
    Msi Financial Services, Inc.
    New York, NY
    New York, NY
    Newtown, CT
Other Businesses

1.Name: Josphe Financial Inv rel: Y Add: At Residential Address Nature: Outside Insurance Position: Outside Insurance Start date: 02/01/2022 No. HR/MO: 2 No. HR/MO during sec trading: 1 Describe Duties: Life, Accident, Health, and Fixed Annuities 2. Name: Chad Josphe Inv rel: N Add: Residential Address Nature: Motivational Speaker/Coach Position: Sole Proprietor Start date: 07/2017 No. HR/MO:10 No. HR/MO during sec trading: 0 Describe duties: motivational speaking events 3. Name: Joshpe Family Farm, Inv Rel:N Addr: @ Residential Address on file, Nature: Farm and rental property, Position: Farmer/owner, Start: 4/15/2023, No Hr/Mo: 10 No Hr/Mo Dur Trading:0 Duties: Growing and selling fruits and vegetables and renting property on farm. 4. Kearsarge Regional School, non-investment related, 114 Cougar Court, New London, NH 03257, Nature: school athletics, Position: Youth sports coach, Start 09/2024, 30 hours per month outside of trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-02-24
  • S63 Uniform Securities Agent State Law Examination
    2005-02-24
Designations

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