Best Investors Account Sign in
Current Employers
Fortis Capital Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-01-27
  • MA RA
    APPROVED
    Since 2025-01-27

Branch Locations

72 Sharp Street, Suite A9, Hingham, MA 02043 • 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
Mcadam, Llc Hingham MA 10/2014 01/2025
Purshe Kaplan Sterling Investments, Inc. Albany NY 10/2014 Present
Fortis Capital Advisors Llc Dba Lrvs Advisory Group, Llc Prairie Village KS 01/2025 Present
  • 10/2014 → 01/2025
    Hingham, MA
  • 10/2014 → Present
    Purshe Kaplan Sterling Investments, Inc.
    Albany, NY
  • 01/2025 → Present
    Fortis Capital Advisors Llc Dba Lrvs Advisory Group, Llc
    Prairie Village, KS
Previous Registrations
Other Businesses

1. Fortis Capital Advisors, LLC dba LRVS Advisory Group, LLC. Investment Related. At Registered Location. RIA. Partner/Co-Owner/IAR. Start Date: 1/2025. 160 hrs/ month; all during trading hours. Financial Planning & Wealth Management 2. Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 10/03/2014. 1 hrs/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 3) LRVS 72 Sharp LLC, investment related, start 01/2020, 72 Sharp street Hingham, MA 02043, 0 hours per month, Partner/Co-owner, entity to own office real estate. 4) 6A Saratoga, LLC, investment related, 278 Elm Street, Marshfield, MA 02050, start 08/2021, family vacation home, member, vacation property for rent for personal use, 0 hours per month. 5) TVR Financial LLC, investment related, 72 Sharp street Hingham, MA 02043, start 01/2025, 0 hours per month, owner, entity for tax purposes only.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-29
  • S66 Uniform Combined State Law Examination
    2012-09-29
Other Names
  • Tucker Vaughan Roeder

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Hingham, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor