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Advisor at FORTIS CAPITAL ADVISORS, LLC
Silver Spring, MD | 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 | Jul 15, 2021 | n/a | yes | Silver Spring, MD|PRAIRIE VILLAGE, KS | Current employment |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Jun 12, 2019 | Jul 7, 2021 | no | BETHESDA, MD | Previous registration |
| PRIMERICA ADVISORS | National bd RIA | Jan 23, 2018 | Jun 6, 2019 | no | OWINGS MILLS, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | FORTIS CAPITAL ADVISORS, LLC | Jul 7, 2021 | Jul 15, 2021 | 8 | Firm change | Ibd to RIA |
| PRIMERICA ADVISORS | AE WEALTH MANAGEMENT, LLC | Jun 6, 2019 | Jun 12, 2019 | 6 | Firm change | Ibd to RIA |