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Inactive

Edward Anthony Bails

Fortified Wealth

Elkhart, IN

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Current Employers
Fortified Wealth

3110 Windsor Court Suite B, Elkhart, IN 46514 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APP_PEND_IARCE 2026-01-01
IN RA APPROVED 2024-08-08
TX RA APPROVED_RES 2024-08-08
  • MI RA
    APP_PEND_IARCE
    Since 2026-01-01
  • IN RA
    APPROVED
    Since 2024-08-08
  • TX RA
    APPROVED_RES
    Since 2024-08-08

Branch Locations

3110 Windsor Court Suite B, Elkhart, IN 46514 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
B2 Financial Inc. D/B/A Fortified Wealth Elkhart IN 05/2009 Present
Securities America, Inc. Elkhart IN 06/2016 09/2019
Arbor Point Advisors, Llc Elkhart IN 06/2016 09/2019
Ae Wealth Management, Llc Elkhart IN 09/2019 11/2021
Enlightened Finance Llc Elkhart IN 10/2021 08/2024
Fortified Wealth Advisors. Llc Elkhart IN 07/2024 Present
  • 05/2009 → Present
    B2 Financial Inc. D/B/A Fortified Wealth
    Elkhart, IN
  • 06/2016 → 09/2019
    Securities America, Inc.
    Elkhart, IN
  • 06/2016 → 09/2019
    Arbor Point Advisors, Llc
    Elkhart, IN
  • 09/2019 → 11/2021
    Ae Wealth Management, Llc
    Elkhart, IN
  • 10/2021 → 08/2024
    Enlightened Finance Llc
    Elkhart, IN
  • 07/2024 → Present
    Fortified Wealth Advisors. Llc
    Elkhart, IN
Previous Registrations
  • 2021-10-06 → 2024-09-06
    Enlightened Finance Llc
    Elkhart, IN
    Largo, FL
  • 2019-09-19 → 2021-11-16
    Ae Wealth Management, Llc
    Elkhart, IN
  • 2016-06-30 → 2019-09-30
    Arbor Point Advisors
    Elkhart, IN
    Elkhart, IN
  • 2015-01-30 → 2016-06-30
    Private Advisor Group, Llc
    Elkhart, IN
    Morristown, NJ
  • 2014-03-10 → 2015-02-21
    U.S. Financial Advisors
    Braintree, MA
  • 2009-05-21 → 2014-02-24
    Commonwealth Financial Network
    Waltham, MA
    Elkhart, IN
    Loveland, CO
  • 2006-04-03 → 2009-06-08
    Invest Financial Corporation
    Mishawaka, IN
    Appleton, WI
    Elkhart, IN
  • 2005-10-31 → 2006-04-07
    Osaic Services, Inc.
    Elkhart, IN
  • 2003-01-07 → 2005-10-31
    Sunamerica Securities, Inc.
    Elkhart, IN
  • 2002-07-17 → 2003-01-02
    Cuna Brokerage Services, Inc.
    Elkhart, IN
Other Businesses

B2 Financial, Inc.; Investment-related; Same address; Insurance Agency; Owner and President; Since 05/2009; Approximately 10% of time per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-23
S63 Uniform Securities Agent State Law Examination 1997-06-07
  • S65 Uniform Investment Adviser Law Examination
    1999-08-23
  • S63 Uniform Securities Agent State Law Examination
    1997-06-07
Designations
Other Names
  • Tony Bails

View on SEC IAPD

Other Firms

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RAYMOND JAMES & ASSOCIATES, INC.
EDWARD JONES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
OSAIC WEALTH, INC.
UNITED CAPITAL FINANCIAL ADVISORS
RELEVANT FINANCIAL ADVISORS LLC
ARCHER INVESTMENT CORPORATION

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Other Offices

FIFTH THIRD SECURITIES, INC. · ELKHART, IN
RAYMOND JAMES & ASSOCIATES, INC. · ELKHART, IN
EDWARD JONES · ELKHART, IN
EDWARD JONES · ELKHART, IN
STIFEL, NICOLAUS & COMPANY, INCORPORATED · ELKHART, IN
OSAIC WEALTH, INC. · ELKHART, IN
UNITED CAPITAL FINANCIAL ADVISORS · ELKHART, IN
UNITED CAPITAL FINANCIAL ADVISORS · ELKHART, IN

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