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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 2022-01-24
  • NJ RA
    APPROVED
    Since 2022-01-24

Branch Locations

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
Burger King Freehold NJ 05/2016 06/2017
Florida Atlantic University Boca Raton FL 08/2017 05/2021
Prescision Tech Home Services Manalapan NJ 06/2019 08/2019
Prescision Tech Home Services Manalapan NJ 05/2020 08/2020
Lpl Financial, Llc Colts Neck NJ 06/2021 Present
Colts Neck Highschool Colts Neck NJ 09/2013 06/2017
Fortis Group Advisors, Llc Colts Neck NJ 08/2021 Present
  • 05/2016 → 06/2017
    Burger King
    Freehold, NJ
  • 08/2017 → 05/2021
    Florida Atlantic University
    Boca Raton, FL
  • 06/2019 → 08/2019
    Prescision Tech Home Services
    Manalapan, NJ
  • 05/2020 → 08/2020
    Prescision Tech Home Services
    Manalapan, NJ
  • 06/2021 → Present
    Lpl Financial, Llc
    Colts Neck, NJ
  • 09/2013 → 06/2017
    Colts Neck Highschool
    Colts Neck, NJ
  • 08/2021 → Present
    Colts Neck, NJ
Other Businesses

1. 9/2/2021 - CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2021-08-24 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 9/13/2021 - Fortis Group Advisors, LLC - DBA: (Hybrid) Fortis Group Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - Started 8-24-2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Fortis Group Advisors, an independent investment advisor firm. I started this business activity in 08/2021. I expect to spend approximately 160 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. 3) 05/25/2022 - The Fortis Agency and Ash Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - insurance agent - Start Date - 03/10/2022 - 3 Hours Per Month/ 0 Hours During Securities Trading. 4) 10/08/2024 - Christopher Edwards Financial Associates, LLP - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/01/2022 - 160 Hours Per Month/ During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-04
  • S66 Uniform Combined State Law Examination
    2022-01-04

View on SEC IAPD

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