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Current Employers
Tortoise Capital Advisors, L.L.C.

5901 College Boulevard Suite 400, Overland Park, KS 66211-1861 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-12-12
CO RA APPROVED 2025-10-21
NE RA APPROVED 2025-10-20
OK RA APPROVED 2025-10-20
CA RA APPROVED 2025-10-17
KS RA APPROVED 2025-10-17
OH RA APPROVED 2025-10-17
  • IL RA
    APPROVED
    Since 2025-12-12
  • CO RA
    APPROVED
    Since 2025-10-21
  • NE RA
    APPROVED
    Since 2025-10-20
  • OK RA
    APPROVED
    Since 2025-10-20
  • CA RA
    APPROVED
    Since 2025-10-17
  • KS RA
    APPROVED
    Since 2025-10-17
  • OH RA
    APPROVED
    Since 2025-10-17

Branch Locations

5901 College Boulevard Suite 400, Overland Park, KS 66211-1861 • 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
Montage Securities, Llc Leawood KS 02/2011 06/2017
Montage Investments Leawood KS 03/2011 11/2016
Tortoise Capital Advisors, L.L.C. Leawood KS 11/2016 Present
Tortoise Securities Leawood KS 07/2017 12/2023
Pine Distributors Llc Denver CO 04/2025 Present
  • 02/2011 → 06/2017
    Montage Securities, Llc
    Leawood, KS
  • 03/2011 → 11/2016
    Montage Investments
    Leawood, KS
  • 11/2016 → Present
    Leawood, KS
  • 07/2017 → 12/2023
    Tortoise Securities
    Leawood, KS
  • 04/2025 → Present
    Pine Distributors Llc
    Denver, CO
Previous Registrations
  • 2016-11-17 → 2023-12-13
    Tortoiseecofin Investments Partners, Llc
    Mission Hills, KS
    Overland Park, KS
  • 2012-06-21 → 2016-11-17
    Montage Investments, Llc
    Leawood, KS
Other Businesses

TORTOISE CAPITAL ADVISORS, LLC; 5901 COLLEGE BOULEVARD, SUITE 400, OVERLAND PARK, KS 66211; INVESTMENT RELATED; INVESTMENT SPECIALIST; 40 HRS/WK DURING SECURITIES HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-20
S63 Uniform Securities Agent State Law Examination 2009-01-16
  • S65 Uniform Investment Adviser Law Examination
    2012-06-20
  • S63 Uniform Securities Agent State Law Examination
    2009-01-16
Other Names
  • Craig R Fisher

View on SEC IAPD

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