Daniel L Kalina

Current Employers

Fortis Group Advisors Llc

345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-10-14
MN	RA	APPROVED	2021-03-31

TX RA
APPROVED_RES

Since 2024-10-14
MN RA
APPROVED

Since 2021-03-31

Branch Locations

345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States

1106 Broadway Street, Suite 1, Alexandria, MN 56308 • 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

Organization	City	State	From	To
Invest Financial Corporation	Tampa	FL	01/2015	02/2018
Lpl Financial, Llc	Alexandria	MN	02/2018	02/2024
Fortis Group Advisors, Llc	Alexandia	MN	03/2021	Present

01/2015 → 02/2018

Invest Financial Corporation

Tampa, FL
02/2018 → 02/2024

Lpl Financial, Llc

Alexandria, MN
03/2021 → Present

Fortis Group Advisors, Llc

Alexandia, MN

Previous Registrations

2018-02-14 → 2021-11-16

Lpl Financial Llc

Alexandria, MN
2016-05-26 → 2018-02-14

Invest Financial Corporation

Freehold, NJ

Alexandria, MN

Other Businesses

1. 02/14/2018 - Christopher Edwards Financial Associates, LLP - Investment Related - 345 Kinderkamack Road Suite B, Westwood, NJ 07675 - Non-Variable Insurance - Advisor - Start Date 1/2/2015. 2. 02/14/2018 - Kalina Financial Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - owner - Start Date 2/27/2015.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-05-24
S63	Uniform Securities Agent State Law Examination	2006-12-18

S65 Uniform Investment Adviser Law Examination

2016-05-24
S63 Uniform Securities Agent State Law Examination

2006-12-18

View on SEC IAPD