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Adelaina N Welch

Fortis Capital Advisors, LLC

Prairie Village, KS

Birmingham, MI

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Current Employers
Fortis Capital Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-05-05
  • MI RA
    APPROVED
    Since 2026-05-05

Branch Locations

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

401 S. Old Woodward, Suite 300, Birmingham, MI 48009 • 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
Morgan Stanley Smith Barney Llc Birmingham MI 09/2013 01/2020
Kmg Fiduciary Partners Birmingham MI 01/2020 Present
Fortis Capital Advisor, Llc Prairie Village KS 05/2026 Present
  • 09/2013 → 01/2020
    Morgan Stanley Smith Barney Llc
    Birmingham, MI
  • 01/2020 → Present
    Kmg Fiduciary Partners
    Birmingham, MI
  • 05/2026 → Present
    Fortis Capital Advisor, Llc
    Prairie Village, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-21
S63 Uniform Securities Agent State Law Examination 2015-03-14
  • S65 Uniform Investment Adviser Law Examination
    2015-05-21
  • S63 Uniform Securities Agent State Law Examination
    2015-03-14

View on SEC IAPD

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