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7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-05 |
Branch Locations
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
215 W. Magnolia Street, Suite 204, Fort Collins, CO 80521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Collins | CO | 09/2022 | 12/2025 |
| Salt Lake City Young Life | Salt Lake City | UT | 04/2021 | 08/2022 |
| Reliable Power Consultants | Fort Collins | CO | 05/2014 | 08/2022 |
| New York Life | Fort Collins | CO | 05/2022 | 06/2022 |
| University Of Utah Finance Department | Salt Lake City | UT | 09/2020 | 05/2022 |
| University Of Utah | Salt Lake City | UT | 08/2018 | 05/2022 |
| Fort Collins High School | Fort Collins | CO | 08/2014 | 05/2018 |
| Fortis Capital Advisors, Llc | Prairie Village | KS | 01/2026 | Present |
1) Mountain Financial Capital / DBA for investment advice and insurance business / Investment Related / -160 hrs mth / 160 hrs during trading / 100% Time Spent / Since 01/2026 2) Janet Shea Education Foundation / not investment related/ board service / secretary / 2-3 hours per month during trading hours / since 02/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-26 |
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