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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-07-05 |
Branch Locations
6500 Harbour View Court Suite 101, Midlothian, VA 23112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance | Midlothian | VA | 11/2020 | Present |
| State Employees' Credit Union | Rocky Mount | NC | 11/2019 | 02/2021 |
| Tastee Thai Cuisine | Greenville | NC | 02/2019 | 10/2019 |
| Capel Rugs | Greenville | NC | 04/2018 | 01/2019 |
| East Carolina University | Greenville | NC | 08/2018 | 06/2019 |
| East Carolina University | Greenville | NC | 08/2014 | 06/2018 |
| The Bank Of Southside Virginia | Carson | VA | 05/2017 | 08/2017 |
| Harring Construction | Midlothian | VA | 05/2016 | 08/2018 |
1. CAPITOL FINANCIAL SOLUTIONS POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/03/2020 ADDRESS: 6500 Harbour View Ct. Ste 101, Midlothian VA 23112, United States DESCRIPTION: I am a financial planner. I assist Kenneth Kapinskis in planning and presenting financial plans to his clients. Furthermore, I help with the business preparation and submission process. Soon I will begin to work with my own clients while remaining a part of Kenneth's team. I will perform similar planning functions for those clients and make investment recommendations when warranted. 2. MATTHEW JACOB WILSON POSITION: Insurance Broker. NATURE: Insurance Brokerage. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/09/2026 ADDRESS: 6500 Harbour View Ct., Ste 101, Midlothian VA 23112, United States DESCRIPTION: I solicit fixed insurance products for clients who need insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-05 |
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