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4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-09-11 |
| TX | RA | APPROVED | 2019-09-06 |
Branch Locations
601 South Harbour Island Blvd Suite 109, Tampa, FL 33602 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Tampa | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 11/2016 | 09/2019 |
| Capitol Securities Management, Inc | Tampa | FL | 09/2019 | Present |
1) Trust account: Gene R. Burgess Family Limited Partnership Trustee on FAMILY account. Relationship of grantor: Mother 2) Trust account: Howie & Gene LLC Trustee on FAMILY account. Relationship of grantor: Deceased Parents 3) Trust account: Howard E. Burgess Credit Shelter Trust Trustee on FAMILY account. Relationship of grantor: Father 4) Trust account: Estate of Gene R. Burgess Trustee on FAMILY account. Relationship of grantor: Mother
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-12-24 |
| S65 | Uniform Investment Adviser Law Examination | 1996-12-24 |
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