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Charles Dustin Capasso

Capasso Planning Partners LLC

Charleston, SC

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Current Employers
Capasso Planning Partners Llc

635 East Bay Street Suite C, Charleston, SC 29403 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-01-01
TX RA APPROVED_RES 2020-09-15
GA RA APPROVED 2020-05-04
  • SC RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2020-09-15
  • GA RA
    APPROVED
    Since 2020-05-04

Branch Locations

635 East Bay Street Suite C, Charleston, SC 29403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lake Tahoe Wealth Management, Llc Zephyr Cove NV 12/2013 06/2018
Capasso Planning Partners Llc Charleston SC 01/2018 Present
Ltwm Inc Mount Pleasant SC 11/2013 06/2018
Summit Financial, Llc Parsippany NJ 07/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-02-27
  • S65 Uniform Investment Adviser Law Examination
    2007-02-27
Designations

View on SEC IAPD

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