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Capital Investment Services Of America Inc CRD 110639
$1.31B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
111 E. Wisconsin Ave, Suite 1310, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-17 |
| NY | RA | APPROVED | 2025-03-05 |
| WA | RA | APPROVED | 2025-01-30 |
| AZ | RA | APPROVED | 2021-06-16 |
| OH | RA | APPROVED | 2021-01-05 |
| CA | RA | APPROVED | 2021-01-04 |
| IL | RA | APPROVED | 2021-01-04 |
| IA | RA | APPROVED | 2021-01-04 |
| LA | RA | APPROVED | 2021-01-04 |
| MI | RA | APPROVED | 2021-01-04 |
| MN | RA | APPROVED | 2021-01-04 |
| TX | RA | APPROVED | 2021-01-04 |
| FL | RA | APPROVED | 2020-07-24 |
| CO | RA | APPROVED | 2020-06-23 |
| WI | RA | APPROVED | 2019-10-23 |
Branch Locations
111 E. Wisconsin Ave, Suite 1310, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Investment Services Of America, Inc. | Milwaukee | WI | 01/2019 | Present |
| University Of Wisconsin-Lacrosse | Lacrosse | WI | 09/2015 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-23 |
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