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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-04-30 |
Branch Locations
2323 Hwy 17 S, North Myrtle Beach, SC 29582 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Advisor Group | Winston Salem | NC | 05/2013 | 05/2022 |
| Capasso Planning Partners | Charleston | SC | 05/2022 | Present |
| Farther | North Myrtle Beach | SC | 04/2025 | Present |
1) 05/2022 - DBA FOR CAPASSO PLANNING PARTNERS BUSINESS (ENTITY FOR CAPASSO BUSINESS) - STARK CAPITAL, LLC - INVESTMENT RELATED -MYRTLE BEACH, SC 29577 2) 05/2024- STARK CAPITAL, LLC- DBA FOR TAX PURPOSES 3) 05/2024- OFFER LIFE INSURNACE <2HRS PER MONTH MYRTLE BEACH, SC 29572 4) 05/2024- TAX CONSULTING < 5HRS PER MONTH MYRTLE BEACH, SC 29572 5) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. McNeer Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-18 |
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