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Current Employers
Fidelis Wealth Advisors

20 N Wilcox Street Suite 106, Castle Rock, CO 80104 • United States

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2026-01-13
CO RA APPROVED 2023-12-22
  • WY RA
    APPROVED
    Since 2026-01-13
  • CO RA
    APPROVED
    Since 2023-12-22

Branch Locations

Big Piney, WY • United States

20 N Wilcox Street Suite 106, Castle Rock, CO 80104 • 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
Wyoming Wireless Pinedale WY 09/2016 03/2017
Farm Bureau Big Piney WY 03/2017 09/2021
Wyoming Bail Bonds Big Piney WY 01/2020 Present
Belay Solutions Big Piney WY 02/2022 01/2023
Fidelis Wealth Advisors Castle Rock CO 01/2023 Present
  • 09/2016 → 03/2017
    Wyoming Wireless
    Pinedale, WY
  • 03/2017 → 09/2021
    Farm Bureau
    Big Piney, WY
  • 01/2020 → Present
    Wyoming Bail Bonds
    Big Piney, WY
  • 02/2022 → 01/2023
    Belay Solutions
    Big Piney, WY
  • 01/2023 → Present
    Castle Rock, CO
Other Businesses

1) INSURANCE AGENT- VARIOUS CARRIERS. LIFE, HEALTH, DISBILITY, P&C LICENSE. NOT INVESTMENT RELATED. TIME SPENT = 10 HOURS/ MONTH. 2) PUBLIC NOTARY- STATE OF WYOMING. ACTIVE. NOT INVESTMENT RELATED. TIME SPENT= 2 HOURS/ MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-22
  • S65 Uniform Investment Adviser Law Examination
    2023-12-22
Other Names
  • Rilee Watson

View on SEC IAPD

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