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Advisor at FORTIS CAPITAL ADVISORS, LLC
St. Petersburg, 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 | Jan 14, 2025 | n/a | yes | St. Petersburg, FL|PRAIRIE VILLAGE, KS | Current employment |
| Corient | Independent wealth | Dec 15, 2022 | Jan 10, 2025 | no | MIAMI, FL|ST. PETERSBURG, FL | Previous registration |
| CI DOYLE PRIVATE WEALTH, LLC | Former SEC adviser | Dec 13, 2016 | Mar 31, 2023 | no | ST. PETERSBURG, FL | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Jul 30, 2013 | Sep 21, 2016 | no | TAMPA, FL|TAMPA, FL | Previous registration |
| HANCOCK WHITNEY INVESTMENT SERVICES INC. | Independent wealth | Feb 17, 2012 | Aug 8, 2013 | no | ST. PETERSBURG, FL|GULF BREEZE, FL | Previous registration |
| CETERA INVESTMENT SERVICES LLC | Former SEC adviser | Sep 20, 2011 | Feb 13, 2012 | no | NEW ORLEANS, LA|ST. PETERSBURG, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 1, 2000 | Jun 29, 2011 | no | ST. PETERSBURG, FL|MADERIA BEACH, FL|CHARLOTTE, NC|GULFPORT, FL|MADERIA BEACH, FL|TAMPA, FL|WINTER HAVEN, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Corient | FORTIS CAPITAL ADVISORS, LLC | Jan 10, 2025 | Jan 14, 2025 | 4 | Firm change | RIA to RIA |
| CI DOYLE PRIVATE WEALTH, LLC | Corient | Mar 31, 2023 | Dec 15, 2022 | -106 | Firm change after gap | RIA to RIA |
| PNC WEALTH MANAGEMENT | CI DOYLE PRIVATE WEALTH, LLC | Sep 21, 2016 | Dec 13, 2016 | 83 | Firm change | Other |
| HANCOCK WHITNEY INVESTMENT SERVICES INC. | PNC WEALTH MANAGEMENT | Aug 8, 2013 | Jul 30, 2013 | -9 | Firm change | Other |
| CETERA INVESTMENT SERVICES LLC | HANCOCK WHITNEY INVESTMENT SERVICES INC. | Feb 13, 2012 | Feb 17, 2012 | 4 | Firm change | Other |
| WELLS FARGO ADVISORS | CETERA INVESTMENT SERVICES LLC | Jun 29, 2011 | Sep 20, 2011 | 83 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134503:319448:FL:2023-03-31 | Mar 31, 2023 | Dec 15, 2022 | ST PETERSBURG, FL | Firm change after gap |