Best Investors Account Sign in
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 2020-06-08
  • TX RA
    APPROVED_RES
    Since 2024-10-14
  • NJ RA
    APPROVED
    Since 2020-06-08

Branch Locations

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

9 Professional Circle Suite 204, Colt'S Neck, NJ 07722 • 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
Invest Financial Corporation Tampa FL 03/2008 02/2018
Lpl Financial, Llc Colts Neck NJ 02/2018 Present
Fortis Group Advisors, Llc Colts Neck NJ 02/2018 Present
  • 03/2008 → 02/2018
    Invest Financial Corporation
    Tampa, FL
  • 02/2018 → Present
    Lpl Financial, Llc
    Colts Neck, NJ
  • 02/2018 → Present
    Colts Neck, NJ
Previous Registrations
Other Businesses

1. 02/14/2018 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary. 2. 7/23/2020 - CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2020 - 160 Hours Per Month During Securities Trading. 3. 7/31/2020 - Fortis Group Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 06/01/2020 - 160 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 06/2020. I expect to spend approximately 160 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. 4. 10/08/2024 - Christopher Edwards Financial Associates, LLP - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 02/01/2018 - 160 Hours per Month/ 8 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-01
  • S66 Uniform Combined State Law Examination
    2005-06-01

View on SEC IAPD

More in Westwood, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor