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Karley Grace Fidani

Fidelis Wealth Advisors

Castle Rock, CO

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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 2024-09-24
  • CO RA
    APPROVED
    Since 2024-09-24

Branch Locations

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
Club Pilates Castle Rock CO 07/2021 04/2022
Fidelis Wealth Advisors Castle Rock CO 02/2022 Present
Unemployed Student Denver CO 08/2020 05/2024
Unemployed Castle Rock CO 08/2014 06/2021
  • 07/2021 → 04/2022
    Club Pilates
    Castle Rock, CO
  • 02/2022 → Present
    Fidelis Wealth Advisors
    Castle Rock, CO
  • 08/2020 → 05/2024
    Unemployed Student
    Denver, CO
  • 08/2014 → 06/2021
    Unemployed
    Castle Rock, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-24
  • S65 Uniform Investment Adviser Law Examination
    2024-09-24
Other Names
  • Karley Winder
  • Karley Grace Winder

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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