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7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-10 |
Branch Locations
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Davie, FL • United States
6001 Broken Sound Parkway Nw Suite 426, Boca Raton, FL 33487 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-13 |
Branch Locations
6001 Broken Sound Parkway Nw Suite 426, Boca Raton, FL 33487 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Chip Wealth Management, Inc. | Miami Beach | FL | 04/2016 | 03/2021 |
| Fortune Financial Services, Inc | Miami Beach | FL | 06/2016 | 12/2020 |
| Apollon Wealth Management, Llc | Miami Beach | FL | 01/2021 | 12/2024 |
| Purshe Kaplan Sterling Investments | Miami Beach | FL | 06/2021 | 06/2024 |
| Banyan Global Investment Advisors, Llc | Boca Raton | FL | 01/2025 | Present |
| Fortis Capital Advisors, Llc | Prairie Village | KS | 07/2026 | Present |
1) Steven C. Bardan Charitable Foundation; Non Investment-Related; Davie, FL ; Charity; Chairman; 08/2007; 10hrs/mo; 0 during trading; Duties are to manage assets. 2) DRH Advisors Inc; Investment-Related; Davie, FL; "Pass-through" entity for tax purposes; Principal; 1/19/2020; 0 hrs/mo; 0 hrs/mo during securities trading hours; No duties at this time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-16 |
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