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1731 Poly Drive, Billings, MT 59102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-05 |
| MT | RA | APPROVED | 2022-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp Inc | Seattle | WA | 06/2016 | 11/2016 |
| Zenreach | Phoenix | AZ | 11/2016 | 02/2018 |
| Capstone Wealth Management, Inc. | Billings | MT | 09/2021 | 03/2022 |
| Doordash, Inc. | Phoenix | AZ | 03/2018 | 08/2021 |
| Highland Capital Brokerage | Seattle | WA | 06/2016 | 11/2016 |
| Capstone Wealth Management, Inc. | Billings | MT | 03/2022 | Present |
I am a licensed insurance agent (since 2023). As an insurance agent I evaluate a client or prospective client's insurance needs and recommend insurance products as necessary. This business is conducted in the same office as Capstone Wealth Management, Inc. I devote approximatley 15 hours per month to this activity which may or may not be conducted during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-09 |
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