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Brian John Elmer

Be Investment Management

Farmington, CT

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Current Employers
Be Investment Management

Farmington, CT • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2017-01-12
  • CT RA
    APPROVED
    Since 2017-01-12

Branch Locations

Farmington, CT • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Be Investment Management Weatogue CT 04/2013 Present
Fortis Capital Advisors, Llc Reno NV 12/2021 Present
Previous Registrations
  • 2021-12-21 → 2023-01-03
    Fortis Capital Advisors, Llc
    Prairie Village, KS
    Weatogue, CT
  • 2014-04-04 → 2016-12-31
    Be Investment Management
    Farmington, CT
  • 2006-05-24 → 2013-04-24
    People'S Securities, Inc.
    Wethersfield, CT
    Bridgeport, CT
    Rocky Hill, CT
  • 2003-12-10 → 2006-06-01
    Olson Mobeck Investment Advisors, Inc
    Rocky Hill, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-09-03
  • S65 Uniform Investment Adviser Law Examination
    2003-09-03
Other Names
  • Brian Elmer

View on SEC IAPD

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