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Advisor at FORTIS CAPITAL ADVISORS, LLC
PRAIRIE VILLAGE, KS | Keizer, OR
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 | Oct 7, 2025 | n/a | yes | Keizer, OR|PRAIRIE VILLAGE, KS | Current employment |
| GRADIENT ADVISORS, LLC | Independent wealth | Sep 12, 2022 | Dec 13, 2024 | no | Salem, OR|ARDEN HILLS, MN|Keizer, OR | Previous registration |
| RUGGIERO WEALTH MANAGEMENT | n/a | Aug 5, 2021 | Jun 27, 2022 | no | COEUR D'ALENE, ID|Lake Oswego, OR | Previous registration |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Mar 30, 2018 | Aug 5, 2020 | no | LAKE OSWEGO, OR | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Aug 23, 2016 | Dec 7, 2017 | no | ADDISON, TX | Previous registration |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | May 2, 2012 | Aug 26, 2016 | no | NEW YORK, NY|ADDISON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GRADIENT ADVISORS, LLC | FORTIS CAPITAL ADVISORS, LLC | Dec 13, 2024 | Oct 7, 2025 | 298 | Firm change | RIA to RIA |
| RUGGIERO WEALTH MANAGEMENT | GRADIENT ADVISORS, LLC | Jun 27, 2022 | Sep 12, 2022 | 77 | Firm change | Other |
| PARK AVENUE SECURITIES LLC | RUGGIERO WEALTH MANAGEMENT | Aug 5, 2020 | Aug 5, 2021 | 365 | Firm change | Other |
| MML INVESTORS SERVICES, LLC | PARK AVENUE SECURITIES LLC | Dec 7, 2017 | Mar 30, 2018 | 113 | Firm change | Other |
| PARK AVENUE SECURITIES LLC | MML INVESTORS SERVICES, LLC | Aug 26, 2016 | Aug 23, 2016 | -3 | Firm change | Other |