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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-02-07 |
| TX | RA | APPROVED | 2022-02-02 |
Branch Locations
2935 Pine Lake Road Suite A, Lincoln, NE 68516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Lincon | NE | 02/2010 | 02/2022 |
| City National Bank | Lincoln | NE | 07/2019 | 02/2022 |
| Raymond James Financial Services, Inc. | Lincoln | NE | 02/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Lincoln | NE | 02/2022 | Present |
| Doane University | Lincoln | NE | 10/2022 | 01/2025 |
(1)Name of Business: Capitol Private Wealth Address: 2935 Pine Lake Rd Ste A, Lincoln, NE, 68516-6009, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 02/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is the DBA for our branch (2)Name of Business: Capitol Private Wealth Group LLC Address: 2935 Pine Lake Rd Ste A, Lincoln, NE, 68516-6009, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/30/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partial owner, just management of the properties under the LLC as a landlord. (3)Name of Business: Cappro Address: 2935 Pine Lake Rd, Ste A, Lincoln, NE, 68516, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 03/15/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-18 |
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