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345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-14 |
| NJ | RA | APPROVED | 2018-02-21 |
Branch Locations
345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 03/2008 | 02/2018 |
| Fortis Group Advisors, Llc | Westwood | NJ | 01/2018 | Present |
| Lpl Financial Llc | Westwood | NJ | 02/2018 | Present |
1. 02/14/2018 - CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 03/31/08 - 160 Hours Per Month/100 During Securities Trading. 2. 02/14/2018 - Stonegate Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - 20 Hours Per Month/10 During Securities Trading. 3. 4/11/2018 - Fortis Group Advisors, LLC - DBA: (HYBRID) Fortis Group Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - 120 Hours Per Month During Securities Trading - I provide investment advisory services through Fortis Group Advisors, LLC, an independent investment advisor firm. I started this business activity in 2/2018. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 10/28/2024 - Christopher Edwards Financial Associates, LLP - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 04/11/2018 - 160 Hours Per Month/ 120 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-02 |
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