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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-02 |
Branch Locations
277 Fairfield Road Suite 332, Fairfield, NJ 07004 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paramount Financial | Danvers | MA | 09/2024 | 09/2025 |
| Frank Kapitza & Associates Llc | Fairfield | NJ | 05/1997 | Present |
| World Advisory Services | Lincroft | NJ | 08/2006 | 08/2024 |
| World Investments, Inc. | Lincroft | NJ | 07/2006 | 08/2024 |
| Ae Wealth Management, Llc | Topeka | KS | 12/2025 | 02/2026 |
| Frank W Kapitza | Fairfield | NJ | 05/1997 | Present |
| Brookstone Wealth Management Llc | Wheaton | IL | 02/2026 | Present |
1. Frank Kapitza & Associates, LLC; Yes, Investment Related; 277 Fairfield, Ste 332, Fairfield, NJ 07004; Insurance Sales; POSITION Owner/CPA; Start Date 05/1997; Approx. 20 hours a month; Approx. 0 hours during trading; Insurance Sales and Services. 2. Frank W Kapitza, Not Investment Related; 277 Fairfield, Ste 332, Fairfield, NJ 07004; Accounting and Tax Strategies; Position: Owner; Start Date: 05/1997; Approx. 80 hours a month; Approx. 0 hours during trading; Business tax prep, financial statement, tax planning.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-10-17 |
| S65 | Uniform Investment Adviser Law Examination | 1998-11-25 |
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