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Advisor at FORTIS CAPITAL ADVISORS, LLC
PRAIRIE VILLAGE, KS | Long Branch, NJ
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 | Aug 18, 2025 | n/a | yes | PRAIRIE VILLAGE, KS|Long Branch, NJ | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 3, 2020 | Aug 20, 2025 | no | RED BANK, NJ | Previous registration |
| MORGAN STANLEY | Wirehouse | Aug 2, 2013 | Jun 10, 2020 | no | Red Bank, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | FORTIS CAPITAL ADVISORS, LLC | Aug 20, 2025 | Aug 18, 2025 | -2 | Firm change | Wirehouse to RIA |
| MORGAN STANLEY | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jun 10, 2020 | Jun 3, 2020 | -7 | Firm change | Wirehouse to wirehouse |