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Terry James Dorrity

Fidelity Capital Management Corp

Alburtis, PA

Palm Harbor, FL

CRD 2838006

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Employer firm

Fidelity Capital Management Corp CRD 122651

$150.0K regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Fidelity Capital Management Corp

2940 Country Woods Lane, Palm Harbor, FL 34683 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2001-07-12
  • PA RA
    APPROVED
    Since 2001-07-12

Branch Locations

Alburtis, PA • United States

Palm Harbor, FL • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Capital Management Alburtis PA 10/2000 Present
Kels Buds, Bone's Pizza And Bone's Twisted Sister Kutztown PA 04/2015 10/2017
Integrity Investments Palm Harbor FL 06/2022 Present
  • 10/2000 → Present
    Fidelity Capital Management
    Alburtis, PA
  • 04/2015 → 10/2017
    Kels Buds, Bone's Pizza And Bone's Twisted Sister
    Kutztown, PA
  • 06/2022 → Present
    Integrity Investments
    Palm Harbor, FL
Other Businesses

I own KelsBuds inc which owns Bone's pizza and restaurant and Bone's Twisted Sister yogurt and smoothie shop. I work at both of them around a combined 25 hours a week. Mr. Dorrity also has %25 ownership in Men of Means inc. which owns a condo in Florida.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-04-06
S63 Uniform Securities Agent State Law Examination 1997-02-25
  • S65 Uniform Investment Adviser Law Examination
    2001-04-06
  • S63 Uniform Securities Agent State Law Examination
    1997-02-25

View on SEC IAPD

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