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Employer firm

Fortis Capital Advisors, LLC CRD 309709

$1.62B regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Fortis Capital Advisors, Llc

7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-01-03
  • IL RA
    APPROVED
    Since 2024-01-03

Branch Locations

10 Executive Court #2, South Barrington, IL 60010 • United States

7301 Mission Road Suite 326, Prairie Village, KS 66208 • 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
Cetera Financial Specialists Llc Schaumburg IL 02/2017 04/2018
Nieminski Robbins & Associates S. Barrington IL 01/2016 01/2018
Beachbody Huntley IL 12/2014 12/2017
Cetera Investment Advisers, Llc Schaumburg IL 11/2017 04/2018
Isagenix Huntley IL 06/2017 01/2023
Clearpath Financial Llc S. Barrington IL 02/2018 Present
Cetera Financial Specialists Llc Schaumburg IL 04/2018 12/2023
Cetera Investment Advisers Llc Schaumburg IL 04/2018 12/2023
Fortis Capital Advisors, Llc Reno NV 01/2024 Present
Network 1 Financial Securities, Inc. Red Bank NJ 02/2024 Present
  • 02/2017 → 04/2018
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 01/2016 → 01/2018
    Nieminski Robbins & Associates
    S. Barrington, IL
  • 12/2014 → 12/2017
    Beachbody
    Huntley, IL
  • 11/2017 → 04/2018
    Schaumburg, IL
  • 06/2017 → 01/2023
    Isagenix
    Huntley, IL
  • 02/2018 → Present
    Clearpath Financial Llc
    S. Barrington, IL
  • 04/2018 → 12/2023
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 04/2018 → 12/2023
    Schaumburg, IL
  • 01/2024 → Present
    Reno, NV
  • 02/2024 → Present
    Network 1 Financial Securities, Inc.
    Red Bank, NJ
Previous Registrations
Other Businesses

1) NAME OF OTHER BUSINESS: CLEARPATH FINANCIAL LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 02/2018; POSITION/TITLE/RELATIONSHIP: Advisor APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: Investment advisory services 2) NAME OF OTHER BUSINESS: ClearPath Financial Insurance, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE SALES START DATE: 10/2020 APX NUMBER OF HOURS PER WEEK: 4 ; APX NUMBER OF HOURS DURING TRADING HOURS: 4 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS HEALTH, LIFE, PROPERTY & CASUALTY ; Fortis Capital Advisors, LLC, Reno, NV. Position: Investment Advisor Representative. Investment-related. Nature of business: Investment Advisors. Start date: January 2024.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-14
S65 Uniform Investment Adviser Law Examination 2007-04-19
S63 Uniform Securities Agent State Law Examination 2006-09-15
  • S66 Uniform Combined State Law Examination
    2017-11-14
  • S65 Uniform Investment Adviser Law Examination
    2007-04-19
  • S63 Uniform Securities Agent State Law Examination
    2006-09-15
Other Names
  • Jessica Nieminski
  • Jessica Lynn Nieminski
  • Jessica Lynn Scurto

View on SEC IAPD

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