Inactive

Jose Armando Cruz

Capital Wealth Planning, LLC

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Current Employers

Capital Wealth Planning, Llc

9015 Strada Stell Ct Suite 203, Naples, FL 34109 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-12-17

FL RA
APPROVED

Since 2025-12-17

Branch Locations

9015 Strada Stell Ct. Suite 203, Naples, FL 34109 • 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

Organization	City	State	From	To
Capital Wealth Planning, Llc	Naples	FL	06/2021	Present
Suncoast Credit Union	Naples	FL	08/2020	06/2021
Moorings Park	Naples	FL	08/2016	08/2020

06/2021 → Present

Capital Wealth Planning, Llc

Naples, FL
08/2020 → 06/2021

Suncoast Credit Union

Naples, FL
08/2016 → 08/2020

Moorings Park

Naples, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-02-19

S65 Uniform Investment Adviser Law Examination

2022-02-19

View on SEC IAPD

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