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7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-09 |
Branch Locations
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
32186 Castle Court, 3Rd Floor, Evergreen, CO 80439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bryce Johnson Investment Advising Llc | Denver | CO | 02/2008 | 08/2017 |
| Private Client Wealth Advisors, Llc | Denver | CO | 02/2015 | 08/2017 |
| Coretactic Strategies Llc | Evergreen | CO | 08/2017 | Present |
| Fortis Capital Advisors, Llc | Prairie Village | KS | 06/2025 | Present |
1) Denver Academy, non-investment related, 440 E Iliff Ave, Denver, CO 80222, school, board of trustee member, start 09/2023, 1 hour per month outside of trading hours. 2) Carson Foundation, non-investment related, 450 E. 9th Ave, Denver, CO 80203, non-profit organization, director, start 06/2014, 1 hour per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-06-23 |
| S65 | Uniform Investment Adviser Law Examination | 2009-12-31 |
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