AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
KC

Keith W. Cawley

FNEX CAPITAL
Torrence, CA 90503
Some features on this profile are disabled
CRD#: 6303422
KC

Professional summary


Keith Warren Cawley, who also goes by Keith Warren Cawley, is a registered financial professional currently at FNEX CAPITAL, LLC located in Torrence, California.

Keith is registered as a RR (Registered Representative) and started their career in finance in 2014. Keith has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Keith Warren Cawley

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 Keith Warren Cawley'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

September 9, 2022 - Present

FNEX CAPITAL, LLC

Office #1: 2958 Columbia St, Torrence, CA 90503
BD
CRD#: 166316
Torrence, CA
Past

February 7, 2022 - September 19, 2022

INTERNATIONAL ASSETS ADVISORY, LLC

BD
CRD#: 10645
ORLANDO, FL
Past

April 10, 2017 - January 5, 2022

NEXPOINT SECURITIES, INC.

BD
CRD#: 165013
DALLAS, TX
Past

March 6, 2017 - April 5, 2017

BRIGHTHOUSE SECURITIES, LLC

BD
CRD#: 285300
Charlotte, NC
Past

October 29, 2014 - March 6, 2017

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 107622
CHARLOTTE, NC

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
Alabama
(9/9/2022)
RR
Alaska
(9/9/2022)
RR
Arizona
(9/9/2022)
RR
Arkansas
(9/9/2022)
RR
California
(9/9/2022)
RR
Colorado
(9/9/2022)
RR
Connecticut
(9/9/2022)
RR
Delaware
(9/9/2022)
RR
District of Columbia
(9/9/2022)
RR
Florida
(9/9/2022)
RR
Georgia
(9/9/2022)
RR
Hawaii
(9/9/2022)
RR
Idaho
(9/9/2022)
RR
Illinois
(9/9/2022)
RR
Indiana
(9/9/2022)
RR
Iowa
(9/9/2022)
RR
Kansas
(9/9/2022)
RR
Kentucky
(9/9/2022)
RR
Louisiana
(9/9/2022)
RR
Maine
(9/9/2022)
RR
Maryland
(9/9/2022)
RR
Massachusetts
(9/9/2022)
RR
Michigan
(9/9/2022)
RR
Minnesota
(9/9/2022)
RR
Mississippi
(9/9/2022)
RR
Missouri
(9/9/2022)
RR
Montana
(9/9/2022)
RR
Nebraska
(9/9/2022)
RR
Nevada
(9/9/2022)
RR
New Hampshire
(9/9/2022)
RR
New Jersey
(9/9/2022)
RR
New Mexico
(9/9/2022)
RR
New York
(9/9/2022)
RR
North Carolina
(9/9/2022)
RR
North Dakota
(9/9/2022)
RR
Ohio
(9/12/2022)
RR
Oklahoma
(9/9/2022)
RR
Oregon
(9/9/2022)
RR
Pennsylvania
(9/9/2022)
RR
Rhode Island
(9/9/2022)
RR
South Carolina
(9/9/2022)
RR
South Dakota
(9/9/2022)
RR
Tennessee
(1/27/2025)
RR
Texas
(9/9/2022)
RR
Utah
(9/9/2022)
RR
Vermont
(9/9/2022)
RR
Virginia
(9/9/2022)
RR
Washington
(9/9/2022)
RR
West Virginia
(9/9/2022)
RR
Wisconsin
(9/9/2022)
RR
Wyoming
(9/9/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 11/18/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 166316Torrence, CA 90503

TRUST BUT VERIFY

Monitor Keith Cawley

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Jon Derek Neuhaus
Jon NeuhausAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
El Segundo, CA
Kenneth Hickman
Kenneth HickmanAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brea, CA
John Tanner Powell
John PowellAdvisorCheck Check Mark
EQUITABLE ADVISORS, LLC
IAR
RR
Los Angeles, CA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics