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820 Shades Creek Pkwy., Ste. 1200, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2006-01-01 |
Branch Locations
820 Shades Creek Pkwy., Ste. 1200, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bonaventure Capital, Llc | Birmingham | AL | 06/1998 | Present |
FIDELIS CAPITAL, LLC 820 SHADES CREEK PKWY., STE. 1200 BIRMINGHAM, AL 35209 I AM A MEMBER OF FIDELIS CAPITAL, LLC ("FIDELIS"), WHICH WAS FORMED IN MAY 2001 FOR THE SOLE PURPOSE OF MAKING ONE PRIVATE EQUITY INVESTMENT. IN OCTOBER 2006, FIDELIS REGISTERED WITH THE SEC AS AN INVESTMENT ADVISER. I DEVOTE APPROXIMATELY 20 HOURS PER MONTH TO FIDELIS, 10 TO 15 OF WHICH ARE DURING SECURITIES TRADING HOURS, PROVIDING INVESTMENT CONSULTING SERVICES TO ITS CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-23 |
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