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345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-14 |
| NJ | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-01 |
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