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345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-19 |
Branch Locations
345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States
Bradenton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Medical Equipment & Supply Company Inc | Peoria | IL | 06/2001 | Present |
| National Life Group | Peonia | IL | 09/2020 | Present |
| Equity Services Inc | Montpelier | VT | 09/2020 | 06/2025 |
| Lpl Financial Llc | Bradenton | FL | 07/2026 | Present |
| Fortis Group Advisors Llc | Westwood | NJ | 06/2026 | Present |
1.07/01/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Legacy Design Advisors; Investment Related; at Reported Business Location(s); Start Date 06/01/2026; 60hrs/mth; 60hrs during trading 2.07/01/2026; CJM3103, LLC; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 05/05/2018; 2hrs/mth; 0hrs during trading 3.07/01/2026; Rex Rules, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 06/16/2020; 1hrs/mth; 0hrs during trading 4.07/01/2026; Family Medical Equipment and Supply Co, Inc; Business Owner; Investment Related; Peoria,IL; Start Date 06/01/2001; 2hrs/mth; 0hrs during trading 5.07/01/2026; Martell Deep Spring Legacy LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 12/01/2022; 1hrs/mth; 0hrs during trading 6.07/01/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name LDA Investments; Investment Related; at Reported Business Location(s); Start Date 06/01/2026; 60hrs/mth; 60hrs during trading 7.08/03/2026; (Hybrid) Fortis Group Advisors LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 06/03/2026; 60hrs/mth; 60hrs during trading; I provide investment advisory services through Fortis Group Advisors LLC, an independent investment advisor firm. I started this business activity in 06/2026. I expect to spend approximately 60 hours per month on this activity. Please see the advisory firm's 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-13 |
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