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Current Employers
Fortis Capital Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-03-30
  • OR RA
    APPROVED
    Since 2023-03-30

Branch Locations

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

Portland, OR • 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
Fisher Investments Camas WA 06/2016 08/2021
Personal Capital Advisors Corporation Portland OR 09/2021 03/2023
Fortis Capital Advisors, Llc Reno NV 03/2023 Present
Previous Registrations
  • 2021-09-15 → 2023-03-29
    Personal Capital Advisors Corporation
    Portland, OR
    Greenwood Village, CO
  • 2018-10-15 → 2021-09-09
    Plano, TX
Other Businesses

1) Multnomah Athletic Club, Non-Investment-related, 1849 SW Salmon St, Portland, OR 97205, Social 501(c)(7) Organization, Committee Member, Start Date 04/2025, 33 hours per month during trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-15
  • S65 Uniform Investment Adviser Law Examination
    2018-10-15
Designations

View on SEC IAPD

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