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656 E. Swedesford Road Suite 330, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-02-03 |
Branch Locations
656 E Swedesford Road Suite 330, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fortis Advisors, Llc | Wayne | PA | 08/2013 | Present |
| Fortis Family Office, Llc | Wayne | PA | 07/2013 | Present |
PARTNER OF FORTIS FAMILY OFFICE LLC; FORTIS FAMILY OFFICE PROVIDES FAMILY OFFICE SERVICES TO HIGH NET WORTH FAMILIES; APPROXIMATELY 100 HOURS PER MONTH AND SIX HOURS PER DAY IS DEDICATED TO FORTIS FAMILY OFFICE. MY ROLE IS TO MANAGE CLIENT RELATIONSHIPS AND STRATEGIC PLANNING INITIATIVES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-01 |
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