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Current Employers
Capital Wealth Planning, Llc

9015 Strada Stell Ct Suite 203, Naples, FL 34109 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-19
TX RA APPROVED_RES 2021-11-29
  • FL RA
    APPROVED
    Since 2025-09-19
  • TX RA
    APPROVED_RES
    Since 2021-11-29

Branch Locations

9015 Strada Stell Ct Suite 203, Naples, FL 34109 • United States

Medford Lakes, NJ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Wealth Planning, Llc Naples FL 06/2005 Present
Previous Registrations
  • 2008-06-27 → 2009-08-14
    Jrn Strategic Investments, Llc
    Hemby Bridge, NC
  • 2007-12-13 → 2008-06-18
    Ft. Lauderdale, FL
Other Businesses

JK Leasing, LLC 9015 Strada Stell Ct Suite 202/203 Naples, FL 34109 Business is not investment related Nature of Business: Real Estate Position: Member Start Date: 06/05/2019 Hours Devoted: None No Duties or Responsibilities OCNJ, LLC 9015 Strada Stell Court Suite 202/203 Naples, FL 34109 Business is not investment related Nature of Business: Real Estate Position: Member Start Date: 07/18/2018 Hours Devoted: None No Duties or Responsibilities Big Timbers Lodge, LLC 9015 Strada Stell Court Suite 202/203 Naples, FL 34109 Business is not investment related Nature of Business: Real Estate Position: Member Start Date: 04/05/2019 Hours Devoted: None No Duties or Responsibilities QCV, LLC 9015 Strada Stell Court Suite 202/203 Naples, FL 34109 Business is not investment related Nature of Business: Rental Condominium Position: Member Start Date: July 17, 2017 Hours Devoted: None No Duties or Responsibilities Gulf Shore Boulevard, LLC 9015 Strada Stell Court Suite 202/203 Naples, FL 34109 Business is not investment related Nature of Business: Real Estate Position: Member Start Date: 06/05/2019 Hours Devoted: None No Duties or Responsibilities Covered Calls with Kevin Simpson Investment-related podcast Host/author Start: 02/19/2021 20 hours per month; 5 hours during trading hours Duties: Interview guests on podcast that are prominent in the investing industry; discuss economy and the market in general.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-11-27
S63 Uniform Securities Agent State Law Examination 1992-07-17
  • S65 Uniform Investment Adviser Law Examination
    2007-11-27
  • S63 Uniform Securities Agent State Law Examination
    1992-07-17
Other Names
  • Kevin G Simpson

View on SEC IAPD

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