Keith Adam Wiltfong

Current Employers

Employment History

• 09/2015 → Present
  Capstone Planning Investments Llc
  Ormond Beach, FL
• 08/2007 → Present
  Capstone Planning, Llc
  Palm Coast, FL
• 04/2012 → Present
  Capstone Home And Auto, Llc
  Palm Coast, FL

Previous Registrations

• 2015-03-19 → 2015-09-08
  Gradient Advisors, Llc
  Pal Coast, FL
• 2014-02-27 → 2015-03-12
  Brookstone Capital Management Llc
  Palm Coast, FL
  Wheaton, IL
• 2013-05-23 → 2014-02-28
  Coppell Advisory Solutions Llc
  Palm Coast, FL

Other Businesses

NAME OF THE OTHER BUSINESS: CAPSTONE PLANNING, LLC WHETHER THE BUSINESS IS INVESTMENT-RELATED: YES ADDRESS OF THE OTHER BUSINESS: PALM COAST, FL NATURE OF THE OTHER BUSINESS: INSURANCE POSITION, TITLE, OR RELATIONSHIP WITH THE OTHER BUSINESS: INSURANCE AGENT START DATE OF YOUR RELATIONSHIP: 08/2007 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 80 NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 50 NAME OF THE OTHER BUSINESS: CAPSTONE HOME AND AUTO, LLC WHETHER THE BUSINESS IS INVESTMENT-RELATED: NO ADDRESS OF THE OTHER BUSINESS: PALM COAST, FL POSITION, TITLE, OR RELATIONSHIP WITH THE OTHER BUSINESS: MEMBER START DATE OF YOUR RELATIONSHIP: 04/2012 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 0 NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 0 DUTIES RELATING TO THE OTHER BUSINESS: MEMBER ONLY

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-04-28

Designations