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Advisor at FORTIS CAPITAL ADVISORS, LLC
PRAIRIE VILLAGE, KS | Birmingham, MI
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 | May 5, 2026 | n/a | yes | Birmingham, MI|PRAIRIE VILLAGE, KS | Current employment |
| KMG FIDUCIARY PARTNERS, LLC | Independent wealth | Apr 9, 2021 | May 12, 2026 | no | TOLEDO, OH|Birmingham, MI | Previous registration |
| MORGAN STANLEY | Wirehouse | May 22, 2015 | Jan 21, 2020 | no | Birmingham, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KMG FIDUCIARY PARTNERS, LLC | FORTIS CAPITAL ADVISORS, LLC | May 12, 2026 | May 5, 2026 | -7 | Firm change | RIA to RIA |
| MORGAN STANLEY | KMG FIDUCIARY PARTNERS, LLC | Jan 21, 2020 | Apr 9, 2021 | 444 | Firm change after gap | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:298331:MI:2020-01-21 | Jan 21, 2020 | Apr 9, 2021 | BIRMINGHAM, MI | Firm change after gap |