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7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-13 |
Branch Locations
72 Sharp St Ste A9, Hingham, MA 02043 • United States
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 10/2014 | Present |
| Mcadam, Llc | Hingham | MA | 10/2014 | 12/2024 |
| Fortis Capital Advisors, Llc Dba Lrvs Advisory Group, Llc | Prairie Village | KS | 01/2025 | Present |
1. Fortis Capital Advisors, LLC dba LRVS Advisory Group, LLC. Investment Related. At Registered Location. RIA. IAR. Start Date: 12/2024. 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).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-26 |
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