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Justin Viet-Hoang Bui

Capital Wealth Planning, LLC

Naples, FL

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Current Employers
Capital Wealth Planning, Llc

9015 Strada Stell Ct Suite 203, Naples, FL 34109 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-16
  • FL RA
    APPROVED
    Since 2024-07-16

Branch Locations

9015 Strada Stell Ct Suite 203, Naples, FL 34109 • 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
Capital Wealth Planning, Llc Naples FL 07/2021 Present
Unemployed Naples FL 01/2021 07/2021
Entrust Property Management Realty, Llc Fremont CA 06/2016 12/2020
Bank Of New York Mellon San Francisco CA 11/2007 12/2018
  • 07/2021 → Present
    Capital Wealth Planning, Llc
    Naples, FL
  • 01/2021 → 07/2021
    Unemployed
    Naples, FL
  • 06/2016 → 12/2020
    Entrust Property Management Realty, Llc
    Fremont, CA
  • 11/2007 → 12/2018
    Bank Of New York Mellon
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-23
  • S65 Uniform Investment Adviser Law Examination
    2024-05-23

View on SEC IAPD

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Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL
NTV FRONTIER MANAGEMENT · NAPLES, FL

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