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Lindsey Ann Simek

Capstone Investment Financial Group, LLC

Webster, NY

Colorado Springs, CO

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Current Employers
Capstone Investment Financial Group, Llc

115 West Salori Court, Webster, NY 14580 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-01-20
  • CO RA
    APPROVED
    Since 2021-01-20

Branch Locations

115 West Salori Court, Webster, NY 14580 • United States

615 N. Nevada, Colorado Springs, CO 80903 • 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
New England College Of Business Boston MA 09/2016 03/2018
Eco Tech Institute Aurora CO 01/2015 09/2016
Homemaker Castle Rock CO 03/2018 06/2018
New York Life Insurance Company Denver CO 06/2018 05/2019
Nylife Securities, Llc Denver CO 09/2018 05/2019
Homemaking Denver CO 05/2019 09/2019
Tap And Burger Denver CO 09/2019 03/2020
Unemployed Englewood CO 03/2020 10/2020
Capstone Investment Financial Group, Llc Webster NY 10/2020 Present
  • 09/2016 → 03/2018
    New England College Of Business
    Boston, MA
  • 01/2015 → 09/2016
    Eco Tech Institute
    Aurora, CO
  • 03/2018 → 06/2018
    Homemaker
    Castle Rock, CO
  • 06/2018 → 05/2019
    New York Life Insurance Company
    Denver, CO
  • 09/2018 → 05/2019
    Nylife Securities, Llc
    Denver, CO
  • 05/2019 → 09/2019
    Homemaking
    Denver, CO
  • 09/2019 → 03/2020
    Tap And Burger
    Denver, CO
  • 03/2020 → 10/2020
    Unemployed
    Englewood, CO
  • 10/2020 → Present
    Capstone Investment Financial Group, Llc
    Webster, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-19
  • S65 Uniform Investment Adviser Law Examination
    2021-01-19
Other Names
  • Lindsey Ann Cox
  • Lindsey Ann Quick

View on SEC IAPD

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WEALTHCARE ADVISORY PARTNERS LLC
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STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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JOSEPH STEVEN ALTOBELLI
JOHN F KENDALL
Ryan Mark Turbyfill
JAMES BRYAN CORNEHLSEN
WILLIAM RAYMOND SIGRIST
Aidan James Schultz
MICHAEL GEORGE KRAMER

Other Offices

OSAIC WEALTH, INC. · WEBSTER, NY
LINCOLN INVESTMENT · Webster, NY
LPL FINANCIAL LLC · WEBSTER, NY
WEALTHCARE ADVISORY PARTNERS LLC · Webster, NY
EDWARD JONES · WEBSTER, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · WEBSTER, NY
LPL FINANCIAL LLC · WEBSTER, NY
EDWARD JONES · WEBSTER, NY

More in Webster, NY

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