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Teresa Barthuly

Capstone Wealth Advisors,Inc.

Indianpolis, IN

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Current Employers
Capstone Wealth Advisors,Inc.

5875 Castle Creek Parkway Suite 290, Indianpolis, IN 46250 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2021-10-29
  • IN RA
    APPROVED
    Since 2021-10-29

Branch Locations

5875 Castle Creek Parkway Suite 290, Indianpolis, IN 46250 • 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 Wealth Advisors, Inc. Indianapolis IN 08/2008 Present
Capstone Wealth Advisors, Inc. Indianapolis IN 09/2021 Present
  • 08/2008 → Present
    Capstone Wealth Advisors, Inc.
    Indianapolis, IN
  • 09/2021 → Present
    Capstone Wealth Advisors, Inc.
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-29
  • S65 Uniform Investment Adviser Law Examination
    2021-10-29

View on SEC IAPD

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