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345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-13 |
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