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345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-14 |
| NJ | RA | APPROVED | 2020-11-04 |
Branch Locations
345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States
101 Crawfords Corner Road Suite 4125, Holmdel, NJ 07733 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 04/2016 | 08/2020 |
| Modmarket | Southlake | TX | 09/2016 | 12/2016 |
| Lpl Financial, Llc | Holmdel | NJ | 10/2020 | Present |
| Fortis Group Advisors Llc | Holmdel | NJ | 08/2020 | Present |
1. 3/24/2021 - The Fortis Agency, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/13/2020 - 40 Hours Per Month/0 Hours During Securities Trading. 2. 5/6/2021 - No Business Name - Not Investment Related - 2 Picaron Pl South Amboy, NJ 08879 - Other-ECommerce - Start Date: 8/13/2020 - 10 Hours Per Month/0 Hours During Securities Trading - Buy and sell clothing online. 3. 08/05/2021 - Fortis Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/23/2021 - 40 Hours Per Month/40 Hours During Securities Trading. 4. 11/12/2021 - Fortis Group Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/21/2020 - 40 Hours Per Month During Securities Trading - I provide investment advisory services through Fortis Group Advisors, an independent investment advisor firm. I started this business activity in 10/2020. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-11 |
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