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Reading the graph
Advisor at FIDELIS CAPITAL
Bethesda, MD | TAMPA, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FIDELIS CAPITAL | Independent wealth | Jan 5, 2024 | n/a | yes | TAMPA, FL|Bethesda, MD | Current employment |
| HIGHLINE WEALTH MANAGEMENT, LLC | Former SEC adviser | Apr 20, 2007 | Oct 31, 2008 | no | BETHESDA, MD | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Sep 18, 2001 | Aug 8, 2002 | no | VIENNA, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HIGHLINE WEALTH MANAGEMENT, LLC | FIDELIS CAPITAL | Oct 31, 2008 | Jan 5, 2024 | 5,544 | Firm change after gap | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | HIGHLINE WEALTH MANAGEMENT, LLC | Aug 8, 2002 | Apr 20, 2007 | 1,716 | Firm change after gap | Other |