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500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-09-06 |
Branch Locations
500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • United States
1410 Spring Hill Rd Suite 460, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Services, Llc | Fairfax | VA | 10/2016 | 02/2018 |
| Ourisman Chevrolet Buick Gmc | Alexandria | VA | 03/2018 | 02/2019 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 02/2019 | 09/2021 |
| Capasso Planning Partners Llc | Charleston | SC | 12/2021 | 07/2024 |
| Fiducient Advisors, Llc | Chicago | IL | 07/2024 | Present |
1) NL Capital Ventures; not investment-related; 5587 Callcott Way, Alexandria, VA 22312; provide management and acquisitions of home health care agencies, medical staffing, & assisted living facilities; Principal; Principal; 01/2022; 15 hours per month; 10 hours per month during securities trading hours; review financials and negotiate letters of intent. 2) Eagle Planning Services; personal LLC that Capasso Planning Partners pays independent contractor payments. 5587 Callcott Way, Alexandria, VA 22312, no other activity aside from services provided to Capasso Planning Partners as an advisor, initially used for prior work now solely used for CPP payment purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-21 |
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