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Current Employers
Fortis Capital Advisors, Llc

7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2021-07-15
  • MD RA
    APPROVED
    Since 2021-07-15

Branch Locations

Silver Spring, MD • United States

7301 Mission Road Suite 326, Prairie Village, KS 66208 • 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
Pfs Investments Inc Owings Mills MD 04/2012 06/2019
Primerica Financial Services Owings Mills MD 09/2007 06/2019
Robert Half Bethesda MD 05/2013 02/2019
Ae Wealth Management, Llc Topeka KS 06/2019 07/2021
Gratus Wealth Management, Llc Bethesda MD 06/2019 Present
Gratus Staffing Rockville MD 09/2019 Present
Fortis Capital Advisors, Llc Reno NV 07/2021 Present
  • 04/2012 → 06/2019
    Owings Mills, MD
  • 09/2007 → 06/2019
    Primerica Financial Services
    Owings Mills, MD
  • 05/2013 → 02/2019
    Robert Half
    Bethesda, MD
  • 06/2019 → 07/2021
    Topeka, KS
  • 06/2019 → Present
    Gratus Wealth Management, Llc
    Bethesda, MD
  • 09/2019 → Present
    Gratus Staffing
    Rockville, MD
  • 07/2021 → Present
    Reno, NV
Previous Registrations
Other Businesses

1.) GRATUS WEALTH MANAGEMENT, LLC; YES INVESTMENT RELATED; 10644 WEYMOUTH STREET, BETHESDA, MD 20814; INVESTMENT ADVISING; OWNER/FOUND; START DATE 06/2019; APPROX 160 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.)GRATUS STAFFING, LLC; NOT INVESTMENT RELATED, 11810 GRAND PARK AVE., SUITE 500, ROCKVILLE, MD 20852; STAFFING AGENCY; DIRECTOR; 09/23/2019; 120 HOURS/MONTH; 100 HOURS DURING TRADING; BUSINESS DEVELOPMENT AND ASSISTING IN FINDING CANDIDATES FOR JOB OPPORTUNITIES. 3) Big 4 Talent, Inc. non-investment related, same address as branch, Online staffing platform, CEO, start 11/2023, 30 hours per month, 10 hours per month during trading. 4) Staffing Brokerage, non-investment related, same address as branch, Helping to sell and buy businesses, Business Broker, Start 06/2026, 10 hours per month, 5 hours per month during trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-03-15
S65 Uniform Investment Adviser Law Examination 2018-01-08
  • S63 Uniform Securities Agent State Law Examination
    2018-03-15
  • S65 Uniform Investment Adviser Law Examination
    2018-01-08

View on SEC IAPD

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