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1202 Meade Street, Dunmore, PA 18512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-01-20 |
Branch Locations
285 East Grove Street, Clarks Green, PA 18411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Clarks Green | PA | 08/2016 | Present |
| Capstone Wealth Management Group, Llc | Clarks Green | PA | 01/2017 | Present |
1. 09/20/2016 - CAPSTONE WEALTH MANAGEMENT GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 0%/ CLARKS GREEN, PA 2. 6/15/2017 - Capstone Weath Management Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 7/26/2016 - 40 Hours Per Month/0 Hours During Securities Trading - I provide investment advisory services through Capstone Weath Management Group LLC an independent investment advisor firm. I started this business activity on 6/15/2017. I expect to spend approximately 40 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 5/2/2022: BRCK Partners LLC - Property management of real estate holding company - 1202 Meade St, Dunmore PA 18512 - Not investment-related - 1 hour per month spent on this activity 3. 05/09/2022 - BRCK Partners LLC - Investment Related - Dunmore, PA 18512 - Real Estate Rental - Start Date - 04/29/2022 - 1 Hour Per Month/ 0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-31 |
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