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7250 Redwood Blvd Suite 300, Novato, CA 94945 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-18 |
| CA | RA | APPROVED | 2026-08-17 |
Branch Locations
1853 William Penn Way Ste 9, Lancaster, PA 17601 • United States
3395 Sw Garden View Ave, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-08-26 |
Branch Locations
1853 William Penn Way Suite 9, Lancaster, PA 17601 • 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 |
|---|---|---|---|---|
| Coastal Investment Advisors | Wilmington | DE | 11/2011 | 08/2020 |
| Cs Planning Corp. | Portland | OR | 08/2020 | Present |
| Seven Summits Capital, Llc | Lancaster | PA | 01/2012 | Present |
| Mcm Wealth | Novato | CA | 07/2026 | Present |
Curt Stauffer is the Managing Member at Seven Summits Capital, LLC. The entity's sole purpose is to receive fees for the advisory services through MCM Wealth.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-12 |
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