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8150 Leesburg Pike Suite 630, Vienna, VA 22182 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2016-07-12 |
Branch Locations
8150 Leesburg Pike Suite 630, Vienna, VA 22182 • 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 |
|---|---|---|---|---|
| Capitol Private Wealth Group Llc | Oakton | VA | 07/2016 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2016 | 12/2018 |
| Tysons Wealth Management, Llc | Vienna | VA | 07/2016 | 11/2019 |
| Dalimonte And Associates | Vienna | VA | 11/2019 | Present |
1. Rental Property. Not Investment Related. 8612 Watershed Court, Gaithersburg, MD 20877. Rental of Townhouse. Owner/Manager. 10/2008. 1 Hr/Mo; 0 During Trading Hours. I am the Property Manager for the Townhouse that I own with my Wife. 2. Capitol Private Wealth Group, LLC. Investment Related. 8133 Leesburg Pike, Suite 780-B, Vienna, VA 22182. RIA. Registered Investment Advisory, Owner. 07/2016. 150 Hrs/Mo; All During Trading Hours. Managing Partner of Capitol Private Wealth Group LLC. 3. Dalimonte and Associates, LLC. Investment Related. 8133 Leesburg Pike, Suite 780B,Vienna, VA 22182. Business ownership. Owner. 07/2016. 10 Hrs/wk; All During Trading Hours. Managing business income and expenses for financial advisor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-23 |
| S66 | Uniform Combined State Law Examination | 2000-09-07 |
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