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1731 Poly Drive, Billings, MT 59102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-29 |
| MT | RA | APPROVED | 2023-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capstone Wealth Management, Inc. | Billings | MT | 01/2022 | Present |
| N Chakos, Incorporated | Billings | MT | 03/2014 | Present |
Ms. Chakos is the President of and owns and operates a small business, N Chakos, Incorporated, a distributor of women's clothing. This business is located in Billings, MT. Ms. Chakos started this business in March 2014. Ms. Chakos devotes approximatley 25 hours per month to operating this business; none of these hours are conducted during trading hours. Ms. Chakos' primary duties are sales. Ms. Chakos is also a licensed insurance agent (since 2024). Ms. Chakos evaluates a client's or prospective client's insurance needs and recommends insurance products as necessary. This business is conducted in the same office as Capstone Wealth Management. Ms. Chakos devotes approximately 5 hours per month on this activity which may or may not be conducted during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-04 |
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