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1202 Meade Street, Dunmore, PA 18512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capstone Wealth Management Group, Llc | Clarks Green | PA | 07/2016 | Present |
| Lpl Financial, Llc | Clarks Green | PA | 07/2016 | Present |
1. 07/22/2016 - REAL ESTATE RENTAL/ REAL ESTATE RENTAL/ 2%/ 1202 MEADE STREET, DUNMORE, PA 18512 2. 07/22/2016 - CAPSTONE WEALTH MANAGEMENT GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 95%/ DUNMORE, PA 3. 07/28/2016 * Capstone Wealth Management Group, LLC * Registered Investment Advisor Hybrid * (Hybrid) Capstone Wealth Management Group * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 05/01/2016 * TIME SPENT 50%. 4. 4/2/2018 - Tunkhannock School District - Investment Related - Tunkhannock Middle School, 200 Franklin Ave., Tunkhannock, PA 18615 - Outside/W-2 Employment - Started 03/09/2018 - 20 Hours Per Month/0 Hours During Securities Trading - Assistant Jr. high softball coach. Attend practices and games to coach players in the skill of softball. 5. 07/19/2022 - Spruce Street Enterprises LLC - Not Investment Related - Home Based - Other-Rep's Business - Sole Member and Owner - Start Date - 06/20/2022 - 8 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-10 |
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