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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-24 |
| WA | RA | APPROVED | 2023-11-20 |
| AZ | RA | APPROVED | 2021-09-15 |
| LA | RA | APPROVED | 2021-01-08 |
| IL | RA | APPROVED | 2021-01-07 |
| MN | RA | APPROVED | 2021-01-06 |
| CA | RA | APPROVED | 2021-01-04 |
| OH | RA | APPROVED | 2021-01-04 |
| FL | RA | APPROVED | 2019-08-07 |
| TX | RA | APPROVED_RES | 2016-02-01 |
| VA | RA | APPROVED | 2015-04-27 |
| CO | RA | APPROVED | 2014-12-16 |
| MI | RA | APPROVED | 2009-11-19 |
| WI | RA | APPROVED | 2005-02-02 |
Branch Locations
111 E. Wisconsin Avenue, 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 | 09/2004 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-16 |
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