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9015 Strada Stell Ct Suite 203, Naples, FL 34109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-19 |
| TX | RA | APPROVED_RES | 2021-11-29 |
Branch Locations
9015 Strada Stell Ct Suite 203, Naples, FL 34109 • United States
Medford Lakes, NJ • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Wealth Planning, Llc | Naples | FL | 06/2005 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-17 |
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