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5700 West Grace Street Suite 107, Richmond, VA 23226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-25 |
| TX | RA | APPROVED_RES | 2012-03-12 |
| VA | RA | APPROVED | 2006-01-18 |
Branch Locations
5700 West Grace Street Suite 107, Richmond, VA 23226 • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bonwell Capital Management | Richmond | VA | 01/2006 | Present |
William S. Bonwell, independent insurance agent. Business is non-investment related. Address: 5700 West Grace St., Suite 107, Richmond, VA 23226 Nature: Selling Life and Health Insurance Position: Agent Relationship to other business: Part of Comprehensive Financial Planning Start Date: 01/2006 Hours devoted to other business: 3 per month Hours devoted during securities trading time: .1 Duties: Service existing insurance policies for clients and recommending new policies for new clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-26 |
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