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.

Current firm

FORTIS CAPITAL ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 16, 1992earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

Nov 16, 1992

First registration

Sep 14, 2011

Dual registered

no

Other names

PATRICK M MULLIN|PATRICK MICHAEL MULLIN

IAPD individual key

1567630

• Occurred

  Jan 24, 2024
  Advisor changed firm

  Patrick Mullin left Ipi Wealth Management, Inc. for Fortis Capital Advisors, Llc (registered 2024-02-18)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:17dbdc07-f8f5-0fcd-a246-87ca29abf587

First observed

Sep 14, 2011

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.