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20 N Wilcox Street Suite 106, Castle Rock, CO 80104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-13 |
| AZ | RA | APPROVED | 2019-07-31 |
| UT | RA | APPROVED | 2018-08-03 |
| CO | RA | APPROVED | 2018-05-11 |
Branch Locations
20 N Wilcox Street Suite 106, Castle Rock, CO 80104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gallacher Capital Management, Llc | Lone Tree | CO | 04/2002 | 07/2017 |
| Northwest Asset Management | Mercer Island | WA | 07/2017 | 05/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2017 | Present |
| Fidelis Wealth Advisors Llc | Castle Rock | CO | 02/2018 | Present |
1. 02/08/2010: FIXED INSURANCE - 5% OF TIME SPENT - SELL INS TYPES: LIFE, HEALTH, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES, PROPERTY & CASUALTIES - 5% OF INCOME. 2. Fidelis Wealth Advisors. RIA, IAR. 751 Malenta Lane #203, Castle Rock, CO 80108- START 5/15/2018, 100 HOURS/MONTH, 100 DURING TRADING. FINANCIAL PLANNING, INVESTING. 3. 02/22/2010: TENNEY CAPITAL MANAGEMENT, LLC - SHELL ACCOUNT FOR TAX PURPOSES - 1% OF TIME SPENT - MANAGEMENT COMPANY FOR ACCOUNTING AND BUSINESS ADMINISTRATION 4. Fidelis Properties LLC. Non-Investment Related. 20 Wilcox St #C-108, Castle Rock, CO 80104. Rental property for commercial office. Manager. Start 1.2021. 1hr/mo, not during trading hours. Ownership/management of commercial office space.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-02-09 |
| S65 | Uniform Investment Adviser Law Examination | 2001-12-10 |
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