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7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2024-11-12 |
Branch Locations
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
1106 North Lamar Suite 200, Oxford, MS 38655 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Memphis | TN | 01/2015 | 03/2017 |
| Mml Investors Services, Llc | Memphis | TN | 03/2017 | 11/2023 |
| Massmutual Life Insurance Co | Memphis | TN | 07/2016 | 11/2023 |
| Belpointe Asset Management, Llc | Reno | NV | 11/2023 | 11/2024 |
| Metric Financial Llc | Atlanta | GA | 01/2024 | Present |
| Fortis Capital Advisors Llc | Prairie Villiage | KS | 11/2024 | Present |
| Great Point Capital, Llc | Chicago | IL | 11/2024 | 11/2024 |
| Green Vista Capital Llc | Winter Park | FL | 12/2024 | Present |
1) Benjamin Sabin is an investment adviser representative at Fortis Capital Advisors LLC d/b/a as Horizon Private Wealth where he is a founder and managing partner. The address of Horizon Private Wealth is 201 Riverplace, Suite 500, Greenville, SC 29601. The start date is Nov 1st, 2024. His duties are senior advisor, and he spends 160 hours per month during normal trading hours and 20 hours per month outside of normal trading hours. This is investment related. 2) Independent Insurance Agent, investment related, 201 Riverplace, Suite 500, Greenville, SC 29601, Fixed insurance sales, Independent Insurance Agent, start 7/2006, 1 hours / month not during trading hours. 3) Ashar Group, investment related, 1800 Pembrook Drive, Suite 240, Orlando, FL 32810, Life Settlements Sales, Agent, Start: 06/01/2016, 1 hour / month not during trading hours 4) Hardin Point Inc, not investment related, ownership in corporation that owns/manages land and timber, start: 01/2023, 0 hours / month, 0 hours during trading hours, passive investment. 5) Hultquist Advisory Group LLC, investment related, 164 Milestone Way Suite 100, Greenville SC 29615, joint venture for referral fees for CPA business, co-owner/manager, start date 01/2026, 40 hours per month during not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-17 |
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