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7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-02-06 |
Branch Locations
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
2150 Country Club Road, Suite 230, Winston-Salem, NC 27104 • 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 |
|---|---|---|---|---|
| Horizon Financial Services, Llc | Winston-Salem | NC | 10/2011 | 02/2021 |
| Fortis Capital Advisors, Llc | Prairie Village | KS | 02/2023 | Present |
| Unemployed | Winston Salem | NC | 02/2021 | 02/2023 |
Pivot Wealth Management, LLC, investment related, same address as branch, entity established for tax purposes and future branding, start 03/2023, owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-19 |
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