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Connie Louise Wiltfong

Capstone Investment Management LLC

Ormond Beach, FL

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Current Employers
Capstone Investment Management Llc

18 Market Ave. Suite 100, Palm Coast, FL 32164 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-06
  • FL RA
    APPROVED
    Since 2025-11-06

Branch Locations

570 Memorial Circlee Suite 325, Ormond Beach, FL 32174 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capstone Planning Palm Coast FL 04/2010 Present
  • 04/2010 → Present
    Capstone Planning
    Palm Coast, FL
Other Businesses

1.) Capstone Planning, LLC; 31Lupi Ct., Ste 120, Palm Coast, FL 32137; Insurance Business; Owner/Agent; Agent; 4/12/2010; 20 hours per month; 2.) Capstone LLC; 18 Market Ave., Palm Coast, FL 32164; Business Holding Company; Owner; 9/30/2019; 0 hours per month

Designations

View on SEC IAPD

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