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Detailed Report
Ian Weiner
Ian Phillip Weiner
CRD#: 6750787
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Investment Adviser
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Previous Broker
FORTIS CAPITAL ADVISORS, LLCCRD#: 309709 2701 SE J Street, Suite 109
Bentonville, AR 72712
Registration History
201820192020202120222023202420252026IAFORTIS CAPITAL ADVISORS, LLC (CRD# 309709)2024 - Present (<1 year)IAEXOS WEALTH STRATEGIES, LLC (CRD# 310869)2022 - Present (3 years)BGWFS EQUITIES, INC. (CRD# 13109)2018 - 2018 (<1 year)IAAE WEALTH MANAGEMENT, LLC (CRD# 282580)2019 - 2021 (1 year)
License(s)

State Registrations

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Arkansas 12/22/2022
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Texas 2/11/2022
Current Registration(s)
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FORTIS CAPITAL ADVISORS, LLC (CRD#:309709)
2701 SE J Street, Suite 109, Bentonville, AR 72712
Registered with this firm since 11/5/2024
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EXOS WEALTH STRATEGIES, LLC (CRD#:310869)
Bentonvile, AR
Registered with this firm since 2/11/2022
Previous Registration(s)
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 10/03/2019 - 07/14/2021 AE WEALTH MANAGEMENT, LLC (CRD#:282580) Overland Park, KS
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 04/26/2018 - 05/11/2018 GWFS EQUITIES, INC. (CRD#:13109) OVERLAND PARK, KS
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.