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Current Employers
Capstone Wealth Management Group, Llc

1202 Meade Street, Dunmore, PA 18512 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-07-25
  • PA RA
    APPROVED
    Since 2016-07-25

Branch Locations

1202 Meade Street, Dunmore, PA 18512 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capstone Wealth Management Group, Llc Clarks Green PA 07/2016 Present
Lpl Financial, Llc Clarks Green PA 07/2016 Present
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-15
S63 Uniform Securities Agent State Law Examination 1999-06-10
  • S65 Uniform Investment Adviser Law Examination
    1999-06-15
  • S63 Uniform Securities Agent State Law Examination
    1999-06-10
Other Names
  • Bob Glenn Schultz

View on SEC IAPD

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