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Advisor at FORTIS CAPITAL ADVISORS, LLC
Ormond Beach, FL | 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 | Mar 7, 2025 | n/a | yes | PRAIRIE VILLAGE, KS|Ormond Beach, FL | Current employment |
| CX INSTITUTIONAL, LLC | Independent wealth | Aug 15, 2023 | Feb 11, 2025 | no | AUBURN, IN|Ormond Beach, FL|Ormond Beach, FL | Previous registration |
| EUCLID INVESTMENT ADVISORY, LLC | Former SEC adviser | Jan 23, 2015 | Nov 7, 2023 | no | BETHESDA, MD | Previous registration |
| CONCORDIUS CAPITAL ADVISORS | Former SEC adviser | Nov 15, 2013 | Nov 17, 2014 | no | ST PETERSBURG, FL | Previous registration |
| CONCORDIUS CAPITAL ADVISORS | Former SEC adviser | May 16, 2007 | Dec 31, 2012 | no | ST PETERSBURG, FL | Previous registration |
| CONCORDIUS CAPITAL ADVISORS | Former SEC adviser | May 16, 2007 | Dec 31, 2010 | no | WEST PALM BEACH, FL|ST PETERSBURG, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CX INSTITUTIONAL, LLC | FORTIS CAPITAL ADVISORS, LLC | Feb 11, 2025 | Mar 7, 2025 | 24 | Firm change | RIA to RIA |
| EUCLID INVESTMENT ADVISORY, LLC | CX INSTITUTIONAL, LLC | Nov 7, 2023 | Aug 15, 2023 | -84 | Firm change after gap | RIA to RIA |
| CONCORDIUS CAPITAL ADVISORS | EUCLID INVESTMENT ADVISORY, LLC | Nov 17, 2014 | Jan 23, 2015 | 67 | Firm change | Other |