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345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-11 |
| MN | RA | APPROVED | 2018-02-15 |
Branch Locations
1650 Madison Avenue Suite 107, Mankato, MN 56001 • United States
345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 01/2012 | 02/2018 |
| Lpl Financial Llc | Mankato | MN | 02/2018 | Present |
| Fortis Group Advisors, Llc | Mankato | MN | 02/2018 | Present |
1. 10/27/2017 - STONEGATE BROKERAGE LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - AGENT - Start Date 1/16/15 - 2 Hours Per Month/2 During Securities Trading. 2. 10/27/2017 - NODAK PINE LODGE LLC - Not Investment Related - Mayer, MN - Real Estate Rental - owner - Start Date 11/19/2004 - 3 Hours Per Month/0 During Securities Trading. 3. 10/27/2017 - National Guardian Life Ins. - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Agent - 4 Hours Per Month/3 During Securities Trading. 4. 10/27/2017 - BLAKE HAHN FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)- 170 Hours Per Month/128 During Securities Trading. 5. 4/4/2018 - Fortis Group Advisors - DBA: (HYBRID) Blake Hahn Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start date: 02/14/2018 - 80 Hours Per Month - I provide investment advisory services through Fortis Group Advisors, an independent investment advisor firm. I started this business activity in 2/2018. I expect to spend approximately 80 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. 6. 6/13/2018 - Fortis Group Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 02/16/2018 - 96 Hours Per Month/96 Hours 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 96 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. 7. 8/14/2019 - HAHN PROPERTIES, LLC - Investment Related - Home Based; Mayer, MN 55360; and Waconia, MN - Real Estate Rental - PRESIDENT/CHIEF MANAGER - Started 06/18/2019 - 1 Hour Per Month/0 Hours During Securities Trading. 8. 09/08/2025 - Real Estate Rental - Home Based - Inv Rel - Start date: 09/05/2025 - 1hrs/mnth 0 hrs during Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-01 |
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