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Advisor at FORTIS CAPITAL ADVISORS, LLC
Birmingham, MI | PRAIRIE VILLAGE, KS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FORTIS CAPITAL ADVISORS, LLC | Independent wealth | Jul 14, 2026 | n/a | yes | PRAIRIE VILLAGE, KS|Birmingham, MI | Current employment |
| KEY INVESTMENT SERVICES LLC | Bd affiliated wealth | Jul 8, 2025 | Jul 6, 2026 | no | ANN ARBOR, MI|BROOKLYN, OH|ANN ARBOR, MI | Previous registration |
| SENTINEL PENSION ADVISORS, LLC. | Institutional manager | Nov 21, 2022 | Jun 6, 2025 | no | WAKEFIELD, MA|Troy, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KEY INVESTMENT SERVICES LLC | FORTIS CAPITAL ADVISORS, LLC | Jul 6, 2026 | Jul 14, 2026 | 8 | Firm change | Ibd to RIA |
| SENTINEL PENSION ADVISORS, LLC. | KEY INVESTMENT SERVICES LLC | Jun 6, 2025 | Jul 8, 2025 | 32 | Firm change | Other |