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Fort Worth, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2019-03-12 |
| TX | RA | APPROVED | 2018-07-17 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fortune Financial Services, Inc. | Monaca | PA | 06/2016 | 12/2018 |
| Xenith Financial Advisory Services, Llc | Fort Worth | TX | 03/2018 | Present |
| Xenith Financial Solutions Center | Fort Worth | TX | 10/2000 | Present |
| Xf Investments, Llc. | Fort Worth | TX | 12/2020 | Present |
I OWN/OPERATE AN INSURANCE AGENCY: TIMOTHY WALSH DBA Xenith Financial Solution Center,LLc. WE OFFER CLIENTS PROPERTY AND CASUALTY, LIFE & HEALTH INSURANCE, PRE-PAID LEGAL SERVICES, CREDIT/DEBT REPAIR SERVICES, AND TRUST SERVICES. BEDFORD, TX. THIS BUSINESS IS NOT INVESTMENT RELATED. STARTED IN OCTOBER 2000. 10 HOURS PER WEEK.SEND OUT CARDS - CARD SALES TO BUSINESSES,NON INVESTMENT RELATED,5 HRS WEEK DISCOVER MARKET WEALTH - INVESTMENT RELATED SOFTWARE SALES,MAINTAIN CURRICULUM,MENTORING,MARKETING ENROLLMENTS,10 HRS WEEK Xenith Financial Ministries, Inc. [Religious Education] this is to be a 501 [c3] non profit designed for supporting church-planting efforts, locally and globally. It is not currently functioning awaiting approval of the 501 [c3]. the name has been approved in TX. There will be no compensation, and 3 individuals will be involved. Representative as president, his wife and 1 other person as treasurer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-17 |
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