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Advisor at FORTIS CAPITAL ADVISORS, LLC
Princeton, NJ | 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 | Aug 29, 2024 | n/a | yes | Princeton, NJ|PRAIRIE VILLAGE, KS | Current employment |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Aug 5, 2014 | Jul 1, 2024 | no | NEW YORK, NY|Stamford, CT|New York, NY|Stamford, CT|TAMPA, FL|New York, NY|New York, NY|NEW YORK, NY|New York, NY|Princeton, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | FORTIS CAPITAL ADVISORS, LLC | Jul 1, 2024 | Aug 29, 2024 | 59 | Firm change | Ibd to RIA |