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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 2019-08-28
  • TX RA
    APPROVED_RES
    Since 2024-10-14
  • NJ RA
    APPROVED
    Since 2019-08-28

Branch Locations

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

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
M&T Securities Saddlebrook NJ 05/2016 10/2017
Massmutual Edison NJ 10/2017 07/2019
Mml Investors Services Edison NJ 12/2017 07/2019
Lpl Financial, Llc Westwood NJ 08/2019 Present
Fortis Group Advisors Westwood NJ 08/2019 Present
  • 05/2016 → 10/2017
    M&T Securities
    Saddlebrook, NJ
  • 10/2017 → 07/2019
    Massmutual
    Edison, NJ
  • 12/2017 → 07/2019
    Mml Investors Services
    Edison, NJ
  • 08/2019 → Present
    Lpl Financial, Llc
    Westwood, NJ
  • 08/2019 → Present
    Fortis Group Advisors
    Westwood, NJ
Previous Registrations
  • 2017-12-19 → 2019-07-24
    Edison, NJ
  • 2016-05-12 → 2017-10-18
    M&T Securities, Inc.
    Monroe, NJ
    Old Bridge, NJ
    Kendall Park, NJ
    East Windsor, NJ
    Freehold, NJ
    Middletown, NJ
    Marlboro, NJ
    Pennington, NJ
    Princeton, NJ
    Monroe, NJ
    North Brunswick, NJ
    Hunterdon, NJ
    Pennington, NJ
    Kendall Park, NJ
    North Brunswick, NJ
    Aberdeen, NJ
    Paramus, NJ
  • 2014-06-05 → 2016-05-04
    Staten Island, NY
    Brooklyn, NY
    Staten Island, NY
    Staten Island, NY
    Short Hills, NJ
    Brooklyn, NY
    Staten Island, NY
  • 2014-05-21 → 2014-05-29
    East Brunswick, NJ
Other Businesses

1) 8/19/2019 - Non-Variable Insurance - The Fortis Agency - Investment Related - Westwood, NJ 2) 8/19/2019 - DBA for LPL Business (entity for LPL business) - Fortis Wealth Group, LLC (formerly CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP) - Investment Related - Westwood, NJ 3) 8/19/2019 - MIDDLESEX COMMUNITY COLLEGE - Not investment related - 2600 Woodbridge Ave Edison, NJ 08818 - Other-Teaching - Start Date: 09/01/2015 - 10 Hours Per Month - MATHEMATICS PROFESSOR - Adjunct Lecturer of Mathematics 4) 9/3/2019 - Fortis Group Advisors, LLC - DBA: (Hy) CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 08/09/2019 - 40 Hours Per Month During Securities Trading. 5) 9/3/2019 - Fortis Group Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 08/07/2019 - 80 Hours Per Month 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 80 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. 6) 12/16/2020 - Fortis Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/1/2020 - 160 Hours Per Month/120 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-05
S63 Uniform Securities Agent State Law Examination 2005-08-03
  • S66 Uniform Combined State Law Examination
    2014-05-05
  • S63 Uniform Securities Agent State Law Examination
    2005-08-03
Other Names
  • Marc Anthony Foti
  • Marc A Foti

View on SEC IAPD

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