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Account
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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 | Albany | NY | 10/2014 | Present |
| Mcadam, Llc | Hingham | MA | 10/2014 | 12/2024 |
| Fortis Capital Advisors, Llc Dba Lrvs Advisory Group, Llc | Praire 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). 3. Weymouth High School Soccer. Not Investment Related. 1 Wildcat Way, Weymouth MA 02190. Coaching. Assistant Coach. Start 7/1/2013. 20 hours per month not during trading. Volunteer assistant coach at Weymouth High School. Coordinating practices and assisting during games from 9/1 - 11/15.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-29 |
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