DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FIDELIS CAPITAL
TAMPA, FL | Greenwich, CT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FIDELIS CAPITAL | Independent wealth | Sep 14, 2023 | n/a | yes | TAMPA, FL|Greenwich, CT | Current employment |
| ALLEGIANCE CAPITAL CUSTOMIZED INVESTMENTS | n/a | Feb 5, 2007 | Nov 8, 2007 | no | RADNOR, CA | Previous registration |
| BB&T ASSET MANAGEMENT, INC. | n/a | Sep 17, 2002 | Apr 24, 2003 | no | RALEIGH , NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALLEGIANCE CAPITAL CUSTOMIZED INVESTMENTS | FIDELIS CAPITAL | Nov 8, 2007 | Sep 14, 2023 | 5,789 | Firm change after gap | Other |
| BB&T ASSET MANAGEMENT, INC. | ALLEGIANCE CAPITAL CUSTOMIZED INVESTMENTS | Apr 24, 2003 | Feb 5, 2007 | 1,383 | Firm change after gap | Other |