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4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-06 |
| FL | RA | APPROVED | 2023-03-03 |
| RI | RA | APPROVED | 2016-10-03 |
| MA | RA | APPROVED | 2016-01-11 |
Branch Locations
111 State Street 3Rd Floor, Boston, MA 02109 • United States
601 South Harbour Island Blvd Suite 109, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capitol Securities Management, Inc. | Mclean | VA | 02/1987 | Present |
| #Ia Capitol Securities Management, Inc. | Vinenna | VA | 03/1992 | Present |
Name of Business: Capitol Insurance Agency Investment-related: Yes Address: 601 South Harbour Island Blvd Suite 109 Tampa, FL 33602 Nature of the other business: Insurance Agency that receives trail commissions Position, title, or relationship with the other business: President Start date: 2006 Approx number of hours/month you devote to the other business: less than 1 hour Approx number of hours/month you devote to the other business during securities trading hours: 0 Describe your duties relating to the other business: agency collects insurance trails
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-21 |
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