Sandra Kay Drennon

Current Employers

Employment History

• 05/2008 → 09/2018
  Capstone Investment Group, Llc (Frmly Mcclelland Drennon As. Mgt
  Olympia, WA
• 01/2016 → 02/2023
  Private Client Services
  Louisville, KY
• 10/2018 → Present
  Capstone Investment Group, Llc (Frmly Mcclelland Drennon As. Mgt
  Olympia, WA
• 02/2023 → 04/2025
  Purshe Kaplan Sterling Investments
  Albany, NY
• 04/2025 → Present
  M.S. Howells & Co.
  Scottsdale, AZ

Previous Registrations

• 2012-02-28 → 2016-01-06
  Cetera Advisors Llc
  Olympia, WA
• 2012-03-02 → 2012-03-16
  Pacific West Financial Consultants Inc
  Renton, WA
• 2008-05-05 → 2012-02-28
  Pacific West Financial Consultants Inc
  Renton, WA
• 2004-10-01 → 2008-05-12
  First Montauk Securities Corp.
  Olympia, WA
  Dupont, WA
• 2004-02-19 → 2004-10-04
  Dfc Investor Services
  Olympia, WA

Other Businesses

1.CAPSTONE INVESTMENT GROUP; Investment-related- Yes; Olympia, WA; Nature-RIA; Position/Title- Executive director of Wealth Management; Start date- 5.1.2008; Approximately 240 hours per month, 140 during trading hours; Description-IAR of the RIA providing planning, asset management, and supervisory functions at the branch level 2. One5 Path LLC; Investment-related-Yes; Tumwater, WA; Nature- Contracted Service to Capstone Investment Group LLC; Position/Title- Managing Member; Start date- 12.10.2024; Approximately 240 hours per month, 140 during trading hours; Description- IAR or RIA Capstone, provide planning & asset management services 3. 17SEVEN, LLC; Investment-related- No; Tumwater, WA; Nature- VRBO/AirBnB short-term rental property; Position/Title- Managing Member; Start date- 2.1.2021; Approximately 3 hours per month, 0 during trading hours; Description- Managing Member/Books and Records

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-31
• S63 Uniform Securities Agent State Law Examination
  1991-08-26

Other Names

• Sandi Haberland
• Sandi Huschka
• Sandra Kay Haberland
• Sandra Kay Huschka
• Sandi Drennon