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Donna L Monda

Capstone Investment Group

Olympia, WA

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Current Employers
Capstone Investment Group

2405 Evergreen Park Drive Sw Bldg A, Olympia, WA 98502 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-11-16
WA RA APPROVED 2023-06-20
  • OR RA
    APPROVED
    Since 2023-11-16
  • WA RA
    APPROVED
    Since 2023-06-20

Branch Locations

2405 Evergreen Park Drive Sw Bldg A, Olympia, WA 98502 • 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
Capstone Investment Group, Llc Olympia WA 06/2023 Present
Kg Advisors, Inc./Nancy C. Nelson & Associates Austin TX 01/1992 05/2023
  • 06/2023 → Present
    Capstone Investment Group, Llc
    Olympia, WA
  • 01/1992 → 05/2023
    Kg Advisors, Inc./Nancy C. Nelson & Associates
    Austin, TX
Previous Registrations
Other Businesses

Family owned real estate LLCs; no commissions received

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-02
  • S65 Uniform Investment Adviser Law Examination
    2015-06-02
Designations
Other Names
  • Donna Lee Carlson

View on SEC IAPD

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MORGAN STANLEY · Olympia, WA
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BYRNE & COMPANY WEALTH MANAGEMENT, LLC · OLYMPIA, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OLYMPIA, WA
LPL FINANCIAL LLC · OLYMPIA, WA
GK CAPITAL PARTNERS · OLYMPIA, WA
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