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Travis L Wall

Fidelis Wealth Advisors

Castle Rock, CO

Chandler, TX

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Current Employers
Fidelis Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-01
TX RA APPROVED 2024-03-17
  • CO RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2024-03-17

Branch Locations

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

Chandler, TX • 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
Federal Bureau Of Investigation Denver CO 09/2015 02/2024
Fidelis Wealth Advisors Castle Rock CO 11/2023 Present
  • 09/2015 → 02/2024
    Federal Bureau Of Investigation
    Denver, CO
  • 11/2023 → Present
    Fidelis Wealth Advisors
    Castle Rock, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-02
  • S65 Uniform Investment Adviser Law Examination
    2023-11-02
Other Names
  • Travis Lynn Wall

View on SEC IAPD

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Other Offices

JACKSON WEALTH MANAGEMENT, LLC · CASTLE ROCK, CO
JACKSON CREEK INVESTMENT ADVISORS LLC · CASTLE ROCK, CO
CIM · CASTLE ROCK, CO
FUTURE CAPITAL MANAGEMENT INC. · CASTLE ROCK, CO
BRAND ASSET MANAGEMENT GROUP, INC. · Castle Rock, CO
EDWARD JONES · CASTLE ROCK, CO
PFS INVESTMENTS INC. · CASTLE ROCK, CO
CRUSONIA WEALTH ADVISORS LLC · Castle Rock, CO

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