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Clayton Jontie Poole

Capitol Wealth Management

Concord, NH

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Current Employers
Capitol Wealth Management

3 North Spring St Suite 200, Concord, NH 03301 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2017-05-05
  • NH RA
    APPROVED
    Since 2017-05-05

Branch Locations

3 North Spring St Suite 200, Concord, NH 03301 • 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
Boston Asset Management, Inc. Concord NH 06/2015 03/2017
Capitol Wealth Management Llc Concord NH 05/2017 Present
  • 06/2015 → 03/2017
    Boston Asset Management, Inc.
    Concord, NH
  • 05/2017 → Present
    Capitol Wealth Management Llc
    Concord, NH
Previous Registrations
  • 2015-08-21 → 2017-04-28
    Boston Asset Management, Inc.
    Concord, NH
    Clearwater, FL
  • 2009-01-21 → 2010-01-21
    Concord, NH
  • 2004-10-20 → 2009-02-11
    Banc Of America Investment Services, Inc.
    Manchester, NH
    Portsmouth, NH
    Hanover, NH
    Concord, NH
    Portsmouth, NH
    Hanover, NH
    Manchester, NH
  • 2003-03-06 → 2004-10-20
    Quick & Reilly, Inc.
    Hanover, NH
Other Businesses

1) PROFESSIONAL MUSIC CONTRACTING, BOW, NH. CONDUCTING ORCHESTRAS TWO OR THREE TIMES A YEAR FOR SPECIAL OCCASIONS. START DATE 08/1981 TO PRESENT. 2 HRS A MONTH. OWNER/CONDUCTOR. 2) A MOMENT IN TIME MUSICAL PRODUCTIONS, LLC / NON INVESTMENT-RELATED / BOW, NH / MUSICAL / PARTNER SINCE 2010 TO PRESENT / SPENDS 8 HOURS PER MONTH DURING WEEKENDS ONLY / DUTIES INCLUDE PERFORMING WITH VARIOUS SOLOIST IN A MUSICAL BIG BAND.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-07
S63 Uniform Securities Agent State Law Examination 1995-12-12
  • S65 Uniform Investment Adviser Law Examination
    1998-12-07
  • S63 Uniform Securities Agent State Law Examination
    1995-12-12
Other Names
  • Clayton Jontie (Jr) Poole
  • Skip Poole

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