Lisa Marie Capizzi

Current Employers

Employment History

• 11/1987 → Present
  Nacca & Capizzi
  Rochester, NY
• 12/2008 → 09/2016
  Wall Street Financial Group, Inc.
  Fairport, NY
• 09/2016 → 12/2019
  Securities America, Inc.
  Rochester, NY
• 12/2019 → 12/2023
  Commonwealth Financial Network
  Waltham, MA
• 12/2019 → 12/2023
  Montage Wealth Management
  Rochester, NY
• 12/2023 → 06/2025
  Osaic
  Rochester, NY
• 12/2023 → Present
  The Ameriflex Group
  Las Vegas, NV
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2023 → Present
  The Platinum Wealth Group
  Rochester, NY

Previous Registrations

• 2020-01-08 → 2023-12-11
  Commonwealth Financial Network
  Waltham, MA
  Rochester, NY
• 2017-11-15 → 2019-12-02
  Securities America Advisors, Inc.
  Rochester, NY

Other Businesses

1. BOKWORX LLC, 2430 Ridgeway Ave, Rochester NY 14626, United States, 11/30/1999, Owner, Accounting/Bookkeeping/Payroll Services, NIR, 1 HR/MO - 0 HR/MO TRADING 2. CHOSEN, INC, 2430 Ridgeway Ave, Rochester NY 14626, United States, 12/17/1999, Owner, Real Estate, NIR, 1 HR/MO - 0 HR/MO TRADING 3. NACCA & CAPIZZI, LLP, 2430 Ridgeway Ave, Rochester NY 14626, United States, 11/16/1987, Owner, Tax Services, NIR, 80 HR/MO - 80 HR/MO TRADING 4. LISA M. CAPIZZI-MTG HOLDER, 20 English Woods, Rochester NY 14616-1670, United States, 06/29/2007, Mortgage, NIR, 1 HR/MO - 0 HR/MO TRADING 5. THE AMERIFLEX GROUP,INC, 8475 W.Sunset Rd, Ste 101, Las Vegas NV 89113, United States, 12/01/2023, IAR, INV REL, 100 HR/MO - 100 HR/MO TRADING 6. THE PLATINUM WEALTH GROUP, 2430 Ridgeway Ave, Rochester NY 14626, United States, 12/01/2023, Financial Advisor, 1099, NIR, 100 HR/MO - 100 HR/MO TRADING 7. LISA M. CAPIZZI NOTARY, 2430 Ridgeway Ave, Rochester NY 14626, United States, 11/12/2024, NYS Notary, NIR, 1 HR/MO - 1 HR/MO TRADING 8. LISA M. CAPIZZI, 2430 Ridgeway Ave, Rochester NY 14626, United States 05/01/2002, Owner, Insurance/Benefits/Human Resources, NIR, 1 HR/MO - 1 HR/MO TRADING 9. LISA M. CAPIZZI ILIT TRUSTEE, 20 English Woods, Rochester NY 14616-1670, United States, 09/04/2008, Trustee, 1 HR/MO - 1 HR/MO TRADING 10. CHOSEN, INC, 2430 Ridgeway Ave, Rochester NY 14626, United States, 12/17/1999, Owner, Real Estate, NIR, 1 HR/MO - 0 HR/MO TRADING 11. BOOKWORX LLC, 2430 Ridgeway Ave, Rochester NY 14626, United States, 11/30/1999, Owner, Accounting/Bookkeeping/Payroll Services, NIR, 1 HR/MO - 0 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-12
• S63 Uniform Securities Agent State Law Examination
  2002-05-31

Other Names

• Lisa Marie Walsh