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Advisor at FORTIS CAPITAL ADVISORS, LLC
PRAIRIE VILLAGE, KS | Winston-Salem, NC
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 | Feb 6, 2023 | n/a | yes | PRAIRIE VILLAGE, KS|Winston-Salem, NC | Current employment |
| HORIZON FINANCIAL SERVICES, LLC | Independent wealth | Sep 17, 2012 | Feb 10, 2021 | no | WINSTON SALEM, NC | Previous registration |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | n/a | Jan 13, 2004 | May 25, 2005 | no | WINSTON SALEM, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HORIZON FINANCIAL SERVICES, LLC | FORTIS CAPITAL ADVISORS, LLC | Feb 10, 2021 | Feb 6, 2023 | 726 | Firm change after gap | RIA to RIA |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | HORIZON FINANCIAL SERVICES, LLC | May 25, 2005 | Sep 17, 2012 | 2,672 | Firm change after gap | Other |