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Advisor at FORTIS CAPITAL ADVISORS, LLC
PRAIRIE VILLAGE, KS | Liberty Township, OH
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 | Sep 1, 2026 | n/a | yes | PRAIRIE VILLAGE, KS|Liberty Township, OH | Current employment |
| AXIM PLANNING & WEALTH | Independent wealth | Apr 26, 2022 | Sep 1, 2026 | no | SPRINGBORO, OH | Previous registration |
| CETERA ADVISORS LLC | Former SEC adviser | May 19, 2020 | Apr 27, 2022 | no | DAYTON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AXIM PLANNING & WEALTH | FORTIS CAPITAL ADVISORS, LLC | Sep 1, 2026 | Sep 1, 2026 | 0 | Firm change | RIA to RIA |
| CETERA ADVISORS LLC | AXIM PLANNING & WEALTH | Apr 27, 2022 | Apr 26, 2022 | -1 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 319618:309709:OH:2026-09-01 | Sep 1, 2026 | Sep 1, 2026 | SPRINGBORO, OH | Firm change |