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5120 S. Lakeland Drive Suite 1, Lakeland, FL 33813 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-02 |
| WI | RA | APPROVED | 2025-01-02 |
Branch Locations
5120 S. Lakeland Drive Suite 1, Lakeland, FL 33813 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montgomery Retirement Group | Lakeland | FL | 06/2006 | Present |
| Capstone Wealth Management Corp. | Lakeland | FL | 08/2012 | Present |
MONTGOMERY RETIREMENT GROUP LLC IS AND HAS BEEN MY D/B/A FOR MARKETING AND CONTINUITY PURPOSES. WE OFFER FIXED PRODUCTS,LIFE INSURANCE,ANNUITIES,ETC. BUT MRG IS NOT A GENERAL AGENT. AT THE PRESENT TIME I SPEND 40+ HOURS WITH THIS BUSINESS BUT ONCE CAPSTONE WEALTH MANAGEMENT IS AN RIA, VERY LITTLE TIME WILL BE DEVOTED TO MRG, LESS THAN 5 HOURS WEEKLY. WE DO PROVIDE QUALIFIED RETIREMENT PLAN ADMINISTRATION THROUGH MRG. MRG IS LOCATED AT LAKELAND, FL. I AM THE PRESIDENT AND CHIEF INVESTMENT STRATEGIST OF THIS COMPANY AND IT WAS FORMED ON JUNE 1, 2006.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-01 |
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