# LORI ANN FERNICOLA

LORI ANN FERNICOLA is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with FORTIS CAPITAL ADVISORS, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FORTIS CAPITAL ADVISORS, LLC](https://search.stillhousedata.com/firm/309709) | 2026-07-10 | present | Yes |
| [CASTLE WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/118364) | 2021-04-12 | 2026-07-06 | — |
| [BANYAN GLOBAL INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/283264) | 2016-04-05 | 2021-06-16 | — |
| [BANYAN GLOBAL INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/164526) | 2016-01-25 | 2016-04-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4224547)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4224547.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.