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Advisor at FORTIS CAPITAL ADVISORS, LLC
PRAIRIE VILLAGE, KS | Oxford, MS
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 | Nov 12, 2024 | n/a | yes | Oxford, MS|PRAIRIE VILLAGE, KS | Current employment |
| BELPOINTE ASSET MANAGEMENT LLC | Independent wealth | Nov 30, 2023 | Nov 6, 2024 | no | RENO, NV|Greenville, SC|Oxford, MS | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Mar 25, 2017 | Nov 17, 2023 | no | Memphis, TN | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Jan 2, 2015 | Mar 25, 2017 | no | Franklin, TN|Memphis, TN | Previous registration |
| NEW ENGLAND SECURITIES CORPORATION | Former SEC adviser | Jan 5, 2007 | Jan 2, 2015 | no | MEMPHIS, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BELPOINTE ASSET MANAGEMENT LLC | FORTIS CAPITAL ADVISORS, LLC | Nov 6, 2024 | Nov 12, 2024 | 6 | Firm change | RIA to RIA |
| MML INVESTORS SERVICES, LLC | BELPOINTE ASSET MANAGEMENT LLC | Nov 17, 2023 | Nov 30, 2023 | 13 | Firm change | Ibd to RIA |
| MSI FINANCIAL SERVICES, INC. | MML INVESTORS SERVICES, LLC | Mar 25, 2017 | Mar 25, 2017 | 0 | Bulk transfer | Other |
| NEW ENGLAND SECURITIES CORPORATION | MSI FINANCIAL SERVICES, INC. | Jan 2, 2015 | Jan 2, 2015 | 0 | Bulk transfer | Other |