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Advisor at FIDELIS FS, LLC
FORT WORTH, TX
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 FS, LLC | State registered | Sep 7, 2017 | n/a | yes | FORT WORTH, TX | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Feb 16, 2012 | Dec 1, 2016 | no | FORT WORTH, TX|ARLINGTON, TX | Previous registration |
| BROKERSXPRESS LLC | Former SEC adviser | Aug 17, 2009 | Dec 31, 2011 | no | RICHARDSON, TX|CHICAGO, IL | Previous registration |
| NFP ADVISOR SERVICES, LLC | Former SEC adviser | Feb 8, 2006 | Aug 17, 2009 | no | DALLAS, TX | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Oct 22, 1996 | Feb 10, 2006 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | FIDELIS FS, LLC | Dec 1, 2016 | Sep 7, 2017 | 280 | Firm change | Other |
| BROKERSXPRESS LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Dec 31, 2011 | Feb 16, 2012 | 47 | Firm change | Other |
| NFP ADVISOR SERVICES, LLC | BROKERSXPRESS LLC | Aug 17, 2009 | Aug 17, 2009 | 0 | Firm change | Other |
| MSI FINANCIAL SERVICES, INC. | NFP ADVISOR SERVICES, LLC | Feb 10, 2006 | Feb 8, 2006 | -2 | Firm change | Other |