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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-21 |
| 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
Punta Gorda, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Lincoln | NE | 03/2008 | 02/2022 |
| City National Bank | Lincoln | NE | 08/2019 | 01/2022 |
| Raymond James Financial Services, Inc. | Lincoln | NE | 02/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Lincoln | NE | 02/2022 | Present |
(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 - President Investment Related: No Start Date: 02/02/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is the DBA for our branch. (2)Name of Business: Capitol Private Wealth LLC Address: 2935 Pine Lake Rd Ste A, Lincoln, NE, 68516-6009, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 10/31/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a commercial lot that we plan on building a new office on. (3)Name of Business: Cappro LLC Address: 2935 Pine Lake Rd Ste A, Lincoln, NE, 68516, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/16/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is commercial real estate that includes our office in Lincoln, NE. CAPPRO LLC is owned by myself, CJ Domgard and Erin Greve as partners. This particular property is the location of our Capitol Private Wealth LLC office. (4)Name of Business: CPW Promotions LLC Address: 2935 Pine Lake Rd. Ste. B, Lincoln, NE, 68516, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/12/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: All promotional activities, community involvement, Charitable activities, advertising, video and media production for purposes of marketing. At this time and into the foreseeable future, the only client of the company will be Capitol Private Wealth LLC. If anything would change with this, I'll refile this OBA. (5)Name of Business: Domgard Properties LLC Address: 7511 Union Hill CT, Lincoln, NE, 68516, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2003 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: At this time, my wife and I own 2 investment properties. Actually, Domgard Properties is owned by my wife Ann solely as this simplifies our tax reporting requirements, but we are both active in this activity. Our main property is in Lincoln, NE and is a 13,500 sq. ft. warehouse that is rented to 4 different tenants. The 2nd property is a condo in Punta Gorda, FL which is primarily used by our family but is rented out seasonally for 2 or 3 months.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-27 |
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