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9753 Katy Freeway Suite 200, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-07-31 |
Branch Locations
9753 Katy Freeway Suite 200, Houston, TX 77024 • United States
9753 Katy Freeway Suite 200, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-01-03 |
Branch Locations
9753 Katy Freeway Suite 200, Houston, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capstone Asset Planning Company | Houston | TX | 07/2004 | Present |
| Cfs Consulting Services, Llc | Houston | TX | 10/2008 | Present |
| Capstone Asset Management Company | Houston | TX | 10/2008 | Present |
| Capstone Advisors Llc | Houston | TX | 06/2017 | Present |
BOARD MEMBER, EL CENTRO NETWORK START DATE: APRIL 2017 INVESTMENT RELATED (NO) APPROXIMATE NUMBER OF HOURS PER MONTH: 0 HOURS DEVOTED DURING SECURITIES TRADING HOURS: N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-04 |
| S65 | Uniform Investment Adviser Law Examination | 1991-11-25 |
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