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5445 South Highland Drive Suite A, Salt Lake City, UT 84117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2003-08-27 |
Branch Locations
4001 South 700 East Suite 554, Salt Lake City, UT 84107 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Fortius Financial Advisors, Llc | Salt Lake City | UT | 08/2003 | Present |
NUVO VENTURES, LLC: INVESTMENT RELATED, 1427 Roxbury Road, SLC UT 84108 SINGLE PURPOSE ENTITY TO HOLD INVESTMENT IN PRIVATE SOFTWATER COMPANY. MANAGING MEMBER AS OF 5/2010 TO MANAGE INVESTMENT WITH MINIMAL TIME REQUIRED. CITIUS VENTURES, LLC: INVESTMENT RELATED, 1427 Roxbury Road. SLC, UT 84108 LLC HOLDING COMPANY INVESTS AND HOLDS MULTIPLE PRIVATE EQUITY POSITIONS. MANAGING MEMBER SINCE 8/2009 WITH CONSULTING AND/OR BOARD DUTIES TO BUSINESS MANAGEMENT...2-5 HOURS PER MONTH BOLLINGER INVESTMENTS INC. INVESTMENT RELATED, S CORP TO HOLD BUSINESS AND FAMILY ASSETS FOR ESTATE/TAX PLANNING PURPOSES. PRESIDENT OF COMPANY SINCE 01/2009 FORTIUS CAPITAL MANAGEMENT, LLC, GP TO FORTIUS STRUCTURED NOTES FUND, MEMBER SINCE 7/2007 TO PRESENT, APPROX 20 HOURS PER WEEK JMB FAMILY HOLDING CO, LLC, HOLDING COMPANY FOR FAMILY ASSETS, MANAGER/MEMBER SINCE DEC 2013 TO PRESENT. NUVO YOUR WATER, LLC PRODUCT MARKETING COMPANY, MANGER MEMBER SINCE OCT 2013 TO PRESENT Custom Travel Holdings, Inc: 4001 S 700 E, SLC, UT 84107 investment reorganization, incorporator Mar 2018 to Present. Motion Sound Amplifiers, Inc; 2828 South 900 W, SLC, UT 84119, investment reorganization, incorporator Dec 2018 to Present. Amplified Investments, LLC 10984 S. Eureka Dune Drive, So. Jordan, UT 84009, consulting, managing member Dec 2018 to Present. Quail Creek Capital, LLC, 4001 S 700 E, SLC, UT 84107, Since Apr 2022 to present, LLC established to accept settlement payment
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-18 |
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