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4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-02-07 |
Branch Locations
601 South Harbour Island Blvd Suite 109, Tampa, FL 33602 • United States
Palm Harbor, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retire Early Financial | Trinity | FL | 05/2004 | Present |
| Capitol Securities Management | Clearwater | FL | 02/2014 | Present |
1) Name of Business: Retire Early Financial Investment-related: Yes Address: 13575 58TH STREET NORTH SUITE 199, CLEARWATER, FL 33760. Nature of the other business: INSURANCE SALES Position, title, or relationship with the other business: PRESIDENT Start date: July 2014 Approximate number of hours/month you devote to the other business: 120 Approximate #of hours/month you devote to the other business during securities trading hours: 40 Describe your duties relating to the other business: INSURANCE SALES 2) Name of Business: Charles Rutenburg Realty and Investment-related: Yes Address: 13575 58TH STREET NORTH SUITE 199, CLEARWATER, FL 33760. Nature of the other business: REAL ESTATE SALES AND PROPERTY MANAGER Position, title, or relationship with the other business: AGENT, MANAGER. Start date: February 2013 Approximate #of hours/month you devote to the other business: 40 Approximate #of hours/month you devote to the other business during securities trading hours: 40 Describe your duties relating to the other business: BUY AND SELL REAL ESTATE 3) Name of Business: Retire Early Properties Investment-related: Yes Address: 13575 58TH STREET NORTH SUITE 199, CLEARWATER, FL 33760. Nature of the other business: REAL ESTATE SALES AND SERVICE OF RENTAL PROPERTIES. Position, title, or relationship with the other business: AGENT. Start date: July 2014 Approximate #of hours/month you devote to the other business: 4 Approximate #of hours/month you devote to the other business during securities trading hours: Describe your duties relating to the other business: REAL ESTATE SALES AND SERVICE OF RENTAL PROPERTIES. 4) Name of Business: T-Clip Enterprises Investment-related: Yes Address: 13575 58TH STREET NORTH SUITE 215, CLEARWATER, FL 33760. Nature of the other business: Property management Position, title, or relationship with the other business: Agent Start date: December 2013 Approximate #of hours/month you devote to the other business: 20 Approximate #of hours/month you devote to the other business during securities trading hours: 20 Describe your duties relating to the other business: manage 4 rental properties 5)Name of Business: Three K's of Tampa Investment-related: Yes Address: 13575 58TH STREET NORTH SUITE 215, CLEARWATER, FL 33760. Nature of the other business: Property ownership Position, title, or relationship with the other business: Agent Start date: December 2013 Approximate #of hours/month you devote to the other business: 1 Approximate #of hours/month you devote to the other business during securities trading hours: 1 Describe your duties relating to the other business: buy properties and hold titles of properties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-17 |
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