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345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-01-08 |
Branch Locations
345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States
101 Crawfords Corner Road Suite 4125, Holmdel, NJ 07733 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Edison | NJ | 02/2016 | 07/2019 |
| Mml Investors Services | Edison | NJ | 05/2016 | 07/2019 |
| The Fortis Agency | Westwood | NJ | 08/2019 | Present |
| Lpl Financial Llc | Westwood | NJ | 08/2019 | Present |
| Fortis Group Advisors, Llc | Westwood | NJ | 01/2020 | Present |
1) 8/15/2019 - DBA for LPL Business (entity for LPL business) - Fortis Wealth Group, LLC (formerly CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP) - Investment Related - Westwood, NJ 2) 8/15/2019 - Non-Variable Insurance - The Fortis Agency - Investment Related - Investment Related - Westwood, NJ. 3) 9/20/2019 - Fortis Group Advisors, LLC - DBA: (Hyb)CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 8/9/2019 - 40 Hours Per Month/10 Hours During Securities Trading - Time Spent 25%. 4) 9/20/2019 - Fortis Group Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 8/9/2019 - 40 Hours Per Month/10 Hours During Securities Trading - Time Spent 25% - I provide investment advisory services through Fortis Group Advisors, an independent investment advisor firm. I started this business activity in 08/2019. I expect to spend approximately 40 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. 5) 12/15/2020 - Fortis Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/1/2020 - 160 Hours Per Month/120 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-02 |
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