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1202 Meade Street, Dunmore, PA 18512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-09-29 |
| PA | RA | APPROVED | 2016-07-22 |
Branch Locations
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 |
|---|---|---|---|---|
| Capstone Wealth Management Group, Llc | Clarks Green | PA | 07/2016 | Present |
| Lpl Financial, Llc | Clarks Green | PA | 07/2016 | Present |
(1) 07/22/2016: Capstone Wealth Management Group - DBA for LPL Business (entity for LPL business) - Investment Related - 1202 Meade Street, Dunmore, PA 18512 - Start 07/16/2016 (2) 07/22/2016: 4th Street Enterprises, LLC - Real Estate Rental - 1202 Meade Street, Dunmore, PA 18512 - Investment Related - Start 12/31/2004 - 1 Hr/Mo; 0 Hours During Securities Trading - 1% Time Spent (3) 07/28/2016: Capstone Wealth Management Group, LLC - Registered Investment Advisor - DBA: (Hybrid) Capstone Wealth Management - Investment Related - 1202 Meade Street, Dunmore, PA 18512 - Start 07/22/2016 - 20 Hr/Mo; 4 Hours During Securities Trading; 50% Time Spent (4) 09/15/2022 - BRCK Partners LLC - Investment Related - Dunmore, PA 18512 - Real Estate Rental - LLC Member - Start Date - 01/01/2022 - 1 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-11-11 |
| S65 | Uniform Investment Adviser Law Examination | 1997-11-11 |
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