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Current Employers
Fortis Capital Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-10
  • FL RA
    APPROVED
    Since 2026-07-10

Branch Locations

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

Davie, FL • United States

Banyan Global Investment Advisors, Llc

6001 Broken Sound Parkway Nw Suite 426, Boca Raton, FL 33487 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-13
  • FL RA
    APPROVED
    Since 2025-02-13

Branch Locations

6001 Broken Sound Parkway Nw Suite 426, Boca Raton, FL 33487 • 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
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
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-02-01
S63 Uniform Securities Agent State Law Examination 1992-03-16
  • S65 Uniform Investment Adviser Law Examination
    2000-02-01
  • S63 Uniform Securities Agent State Law Examination
    1992-03-16

View on SEC IAPD

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