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7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-12 |
Branch Locations
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
6001 Broken Sound Parkway Nw, Suite 426, Boca Raton, FL 33487 • United States
6001 Broken Sound Parkway Nw Suite 426, Boca Raton, FL 33487 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2023-04-25 |
Branch Locations
6001 Broken Sound Parkway Nw Suite 426, Boca Raton, FL 33487 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Banyan Global Investment Advisors, Llc | Boca Raton | FL | 05/2012 | Present |
| Fortis Capital Advisors, Llc | Prairie Village | KS | 06/2026 | Present |
Pointe 100, not investment related, residential homeowners association, volunteer board member - treasurer, start 2021, 2 hours per month outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-03 |
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