Best Investors
Account
Sign in
Fidelis Fs, LLC CRD 286305
$2.81M regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Fort Worth, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-09-07 |
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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 02/2012 | 12/2016 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 02/2012 | 12/2016 |
| Fidelis Fs, Llc | Arlington | TX | 12/2016 | Present |
| Fidelis Financial Services | Arlington | TX | 02/2011 | Present |
| United States Army Reserves | Arlington | TX | 08/2009 | Present |
1)UNITED STATES ARMY RESERVE, 348TH FEST-A 13960 N FWY, HOUSTON, TX, 8/2009 AS COMMANDER. NIR - 60 HR/MO - 2/TRADING. 2)FIDELIS FINANCIAL SERVICES 4705 BRECKINRIDGE CT, SUITE 100 RICHARDSON, TX. 02/16/2012, FINANCIAL PLANNER/OWNER, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.INVESTMENT RELATED, 10/WEEKLY, 8/TRADE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-10-21 |
Reach out to this advisor