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7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-10 |
Branch Locations
6001 Broken Sound Parkway Nw, Suite 426, Boca Raton, FL 33487 • United States
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 |
|---|---|---|---|---|
| Banyan Global Investment Advisors, Llc | Boca Raton | FL | 04/2015 | 04/2021 |
| Castle Wealth Management | West Palm Beach | FL | 04/2021 | 07/2026 |
| Fortis Capital Advisors, Llc | Prairie Village | KS | 07/2026 | Present |
Gator Legacy Wealth Advisors, Investment-related, 6001 Broken Sound Pkwy NW Ste 426 Boca Raton, FL 33487 Nature of Business: Private entity established for general business operations, holding assets, and personal business management Position/Title: Owner, Start Date: 07/2026 Approximate Hours/Month: 160, Hours During Securities Trading: 135
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-26 |
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