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BA

Bryan L. Anderson

FNEX CAPITAL
Indianapolis, IN 46204
Some features on this profile are disabled
CRD#: 4829
BA

Professional summary

Bryan Leland Anderson is a registered financial professional currently at FNEX CAPITAL, LLC located in Indianapolis, Indiana.

Bryan is registered as a RR (Registered Representative) and started their career in finance in 1972. Bryan has worked at 11 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 5, Series 000, Series 1 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Bryan Leland Anderson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 1, 2024 - Present

FNEX CAPITAL, LLC

Office #1: One Indiana Square Suite 2252, Indianapolis, IN 46204
BD
CRD#: 166316
Indianapolis, IN
Past

June 2, 2016 - February 29, 2024

INNOVATION PARTNERS LLC

BD
CRD#: 146344
Las Vegas, NV
Past

November 18, 2014 - May 16, 2016

CAPE SECURITIES INC.

BD
CRD#: 7072
Las Vegas, NV
Past

December 11, 2004 - November 19, 2012

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 107622
LAS VEGAS, NV
Past

May 28, 2002 - December 11, 2004

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 6695
NEWPORT BEACH, CA
Past

June 1, 1994 - May 29, 2002

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

BD
CRD#: 21570
SHELTON, CT
Past

February 5, 1987 - April 29, 1994

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

February 21, 1984 - January 21, 1987

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

January 20, 1973 - February 10, 1984

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

October 9, 1972 - April 16, 1979

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640
Past

April 7, 1972 - August 14, 1972

ALSTEAD, DEMPSEY & COMPANY, INCORPORATED

BD
CRD#: 4046

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(3/1/2024)
RR
California
(3/1/2024)
RR
Florida
(3/1/2024)
RR
Illinois
(3/1/2024)
RR
Michigan
(3/1/2024)
RR
Minnesota
(3/1/2024)
RR
Missouri
(3/1/2024)
RR
Nebraska
(3/1/2024)
RR
Texas
(3/1/2024)
RR
Washington
(3/1/2024)
RR
Wisconsin
(3/1/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/30/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/31/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 5
Date: 12/11/1982
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 000
Date: 1/20/1973
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 3/30/1972
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/9/2002
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

FC
FNEX CAPITAL, LLC
APPLIED CAPITAL, LLC | FNEX CAPITAL, LLC

CRD#: 166316 / SEC#: , 8-69199

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
One Indiana Square Suite 2252, Indianapolis, IN 46204
Mailing Address
One Indiana Square Suite 2252, Indianapolis, IN 46204
Phone number
(317) 580-2588
Established
Indiana since 06/04/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FNEX, LLCMEMBER
HEGER, LOREN EUGENECEO, CCO, AMLCO, EXEC. REP.6143753
TEUFEL, FREDERICK CHARLESFINOP2092408

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FNEX CAPITAL, LLC

CRD#: 166316Indianapolis, IN 46204

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