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Michael J. Papi

Capstone Wealth Management Group, LLC

Dunmore, PA

Matthews, NC

CRD 7523880

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Employer firm

Capstone Wealth Management Group, LLC CRD 284547

$356M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Capstone Wealth Management Group, Llc

1202 Meade Street, Dunmore, PA 18512 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-11-01
  • NC RA
    APPROVED
    Since 2023-11-01

Branch Locations

1202 Meade Street, Dunmore, PA 18512 • United States

Matthews, NC • 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
Cleveland Indians Cleveland OH 07/2014 08/2020
Gastonia Honey Hunters Gastonia NC 04/2021 10/2021
Unemployed Fort Mill SC 09/2020 03/2021
Unemployed Fort Mill SC 10/2021 03/2022
Capstone Wealth Management Group, Llc Clarks Green PA 03/2022 Present
  • 07/2014 → 08/2020
    Cleveland Indians
    Cleveland, OH
  • 04/2021 → 10/2021
    Gastonia Honey Hunters
    Gastonia, NC
  • 09/2020 → 03/2021
    Unemployed
    Fort Mill, SC
  • 10/2021 → 03/2022
    Unemployed
    Fort Mill, SC
  • 03/2022 → Present
    Clarks Green, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-15
  • S65 Uniform Investment Adviser Law Examination
    2022-04-15

View on SEC IAPD

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