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Advisor at FORTIS CAPITAL ADVISORS, LLC
PRAIRIE VILLAGE, KS | Rohnert Park, CA
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 4, 2023 | n/a | yes | PRAIRIE VILLAGE, KS|Rohnert Park, CA | Current employment |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Jun 25, 2019 | Feb 3, 2023 | no | FREMONT, CA|SAN FRANCISCO, CA|Pleasanton, CA | Previous registration |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Aug 13, 2018 | May 9, 2019 | no | SAN JOSE, CA | Previous registration |
| WADDELL & REED | Former SEC adviser | Oct 5, 2016 | Dec 21, 2017 | no | SAN MATEO, CA|SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | FORTIS CAPITAL ADVISORS, LLC | Feb 3, 2023 | May 4, 2023 | 90 | Firm change | Ibd to RIA |
| EAGLE STRATEGIES LLC | MML INVESTORS SERVICES, LLC | May 9, 2019 | Jun 25, 2019 | 47 | Firm change | Ibd to ibd |
| WADDELL & REED | EAGLE STRATEGIES LLC | Dec 21, 2017 | Aug 13, 2018 | 235 | Firm change | Other |