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7900 Westpark Dr. Suite T-420, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 1997-10-15 |
Branch Locations
7900 Westpark Dr. Suite T420, Mclean, VA 22102 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Capitol Wealth Management, Inc. | Mclean | VA | 03/2007 | Present |
| Lpl Financial Corporation | Mclean | VA | 09/2009 | Present |
(1) 8/13/2010: REGISTERED INVESTMENT ADVISOR - CAPITOL WEALTH MANAGEMENT, INC. - HYBRID - PROVIDE FINANCIAL PLAN AND CHARGE AN HOURLY FEE. CHARGE FEES TO MANAGE ASSETS. - 75% OF TIME. (2) 8/17/2010: NON-VARIABLE INSURANCE - FRANK MCGOVERN - SELL INSURANCE PRODUCTS OCCASIONALLY AWAY FROM LPL. - 5% OF TIME SPENT. (3) 08/23/2013 - DBA ONLY - CAPITOL WEALTH MANAGEMENT, INC. - MCLEAN, VA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-11 |
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