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132 Adams Avenue, Scranton, PA 18503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-24 |
| VA | RA | APPROVED | 2021-01-04 |
| PA | RA | APPROVED | 2020-12-23 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Scranton | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Scranton | PA | 11/2016 | 05/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2017 | 05/2017 |
| Platinum Wealth Partners D/B/A Capital Wealth Advisors-Zullo Inv | Scranton | PA | 05/2017 | 11/2017 |
| Mutual Securities, Inc. | Camarillo | CA | 06/2017 | Present |
| Bernardo Wealth Planning D/B/A Capital Wealth Investments | Scranton | PA | 12/2017 | Present |
| Zullo Investment Group Dba Capital Wealth Investments | Scranton | PA | 11/2020 | Present |
1. Zullo Investment Group, Inc., Corporation, Start Date: 05/16/17, 17057 Winning Colors Place Leesburg, VA 20176, Administrative Operations, Financial Advisor, Investment Related, 160 hours per month, 8 hours per day during trading hours. Registered as an IAR since 11/2020. 2. Independent Insurance Agent, Sole Proprietor, Start Date: 12/5/17, 132 Adams Avenue, Scranton, PA 18503, Insurance Agency/Agent, Not Investment Related, 2 hours per month, 0 hours per day during trading hours. 3. Symetra Life Insurance Company, Corporation, Start Date: 12/5/17, 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004, Insurance Company, Agent, Not Investment Related, 2 hours per month, 0 hours per day during trading hours. 4. Nationwide Insurance Company, Corporation, Start date: 01/24/18, One Nationwide Plaza, Columbus, OH 43215, Insurance Agency/Agent, 5 hours per month, 0 hours per day during trading hours. 5. BKA Financial, LLC, START DATE: 01/24/18, 244 W. Water St., Ste. 200 Elmira, NY 14901, Insurance Agency/Agent, Not Investment Related, 5 hours per month, 0 hours per day during trading hours. 6. The Zullo Investment Group DBA Capital Wealth Investments, Start Date: 01/01/2021, 132 Adams Ave, Scranton, PA 18503, RIA Registered Investment, RIA, Managing Director, We are currently under the umbrella of Bernardo Wealth Planning RIA - we would now like to become our own RIA, Investment Related, 40 Hours per month, 40 Hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-21 |
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