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Current Employers
Fortis Group Advisors Llc

345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2019-01-29
  • NJ RA
    APPROVED
    Since 2019-01-29

Branch Locations

345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States

56 Union Avenue Suite 3, Manasquan, NJ 08736 • 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
Foresters Financial Services Woodbridge NJ 05/2014 01/2019
Vicendese Mortgage And Realty Corp Toms River NJ 11/2014 07/2018
Foresters Advisory Services Llc Iselin NJ 06/2016 01/2019
Business Networking International Toms River NJ 10/2016 09/2017
Icb Iselin NJ 11/2018 01/2019
Lpl Financial Llc Westwood NJ 01/2019 Present
Fortis Group Advisors Llc Westwood NJ 01/2019 Present
  • 05/2014 → 01/2019
    Foresters Financial Services
    Woodbridge, NJ
  • 11/2014 → 07/2018
    Vicendese Mortgage And Realty Corp
    Toms River, NJ
  • 06/2016 → 01/2019
    Foresters Advisory Services Llc
    Iselin, NJ
  • 10/2016 → 09/2017
    Business Networking International
    Toms River, NJ
  • 11/2018 → 01/2019
    Icb
    Iselin, NJ
  • 01/2019 → Present
    Lpl Financial Llc
    Westwood, NJ
  • 01/2019 → Present
    Westwood, NJ
Previous Registrations
  • 2016-06-09 → 2019-01-22
    Foresters Advisory Services, Llc
    Iselin, NJ
Other Businesses

1) 01/17/2019 - Non-Variable Insurance - inv rel - at reported business location(s) - start: 01/2019 - 1 hr/mth 2) 01/16/2019 - Notary - State of NJ - inv rel - start: 01/2019. 3) 2/28/2019 - Fortis Group Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/08/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Fortis Group Advisors LLC, an independent investment advisor firm. I started this business activity in 01/2019. I expect to spend approximately 160 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. 4) 10/9/2020 - The Fortis Agency - Investment Related - 101 Crawfords Corner Rd. Suite 1432, Holmdel, NJ 07733 - Insurance Agency - Started 01/01/2020 - 1 Hour Per Month During Securities Trading. 5) 2/8/2021 - Silver Bay Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/05/2021 - 50 Hours Per Month/5 Hours During Securities Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-21
S63 Uniform Securities Agent State Law Examination 2013-12-13
  • S65 Uniform Investment Adviser Law Examination
    2016-04-21
  • S63 Uniform Securities Agent State Law Examination
    2013-12-13

View on SEC IAPD

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