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664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-03-22 |
| CO | RA | APPROVED | 2012-01-30 |
Branch Locations
664 S Rivershore Lane Suite 150, Eagle, ID 83616 • USA
664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States
6455 S Yosemite Street Suite 715, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Independent Securities Group, Llc | Eagle | ID | 01/2012 | Present |
1) CAPSTONE FINANCIAL SERVICES, LLC; OWNER, SOLE PROPRIETOR; PRESIDENT; START DATE 1/8/2008; 10 HRS PER MTH; NO COMPENSATION. 2) LIFE, HEALTH AND AND ACCIDENT INSURANCE. COMPENSATED THROUGH COMMISSIONS. 1997 TO PRESENT. 3) CFS TAX GROUP, LLC. 8400 E PRENTICE AVE SUITE 820 GREENWOOD VILLAGE, CO 80111. 100%OWNER. TAX PREPARATION/ACCOUNTING. 2 HRS/WEEK. NOT INVESTMENT RELATED. 8/2012 TO PRESENT. NOT COMPENSATED. 4) 5 LLCs for Tocchini Family Limited Partnership, not investment related, member of LLC- ea is it's own LLC)23 Grant Ave. LLC, SF CA, 1900 Union St. LLC SF CA,1898 Union St. LLC SF CA,2324 Chestnut St. LLC SF CA, 6967 Mission St LLC Daly City CA, starting 11/1/17, 1 hr/mo with none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-01 |
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