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Account
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7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-02 |
Branch Locations
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam, Llc Dba Lrvs Advisory, Llc | Hingham | MA | 04/2022 | 12/2024 |
| Sandhills General Store | Scituate | MA | 06/2020 | 04/2022 |
| Baltimore City Schools | Baltimore City | MD | 07/2017 | 06/2020 |
| Montgomery County Public Schools | Silver Spring | MD | 01/2013 | 07/2017 |
| Mcadam Llc, Dba Lrvs Advisory Llc | Hingham | MA | 04/2022 | 12/2024 |
| Fortis Capital Advisors, Llc Dba Lrvs Advisory Group, Llc | Prairie Village | KS | 12/2024 | Present |
| Belpointe Asset Management | Reno | NV | 12/2024 | Present |
1) FORTIS CAPITAL ADVISORS, LLC DBA LRVS ADVISORY GROUP LLC, RIA, INVESTMENT RELATED. 04/2022-PRESENT. 72 SHARP ST SUITE A9 HINGHAM, MA 02043. INVESTMENT ADVISOR REPRESENTATIVE. 80 HRS/MONTH. 80 HRS/MONTH TRADING DURING TRADING. DUTIES: INVESTMENT RELATED ACTIVITIES. 2) INDEPENDENT INSURANCE AGENT, INVESTMENT RELATED, FIXED INSURANCE SALES. 04/2022 - PRESENT. 72 SHARE ST SUITE A9 HINGHAM, MA 02043. 5 HRS/MONTH. 5 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-14 |
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