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2600 Paseo Verde Parkway Ste. 150, Henderson, NV 89074-7167 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2009-04-08 |
Branch Locations
2600 Paseo Verde Parkway Ste. 150, Henderson, NV 89074-7167 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capstone Capital Financial Strategies Capstone Capital Group Inc | Henderson | NV | 02/2002 | 12/2021 |
| Capstone Capital Llc Dba Capstone Capital Wealth Advisors | Henderson | NV | 12/2021 | Present |
RONALD K. LEAVITT IS A SHAREHOLDER OF PREFERRED TRUST COMPANY LLC 2450 ST. ROSE PARKWAY SUITE 210 HENDERSON, NV 89074 PREFERRED TRUST CO LLC IS A CUSTODIAN. IT ALLOWS CLIENTS TO OWN TRADITIONAL AND NON TRADITIONAL ASSETS IN THEIR SELF DIRECTED ACCOUNTS. RON DOES NOT DEVOTE ANYTHING TO THIS BUSINESS. HE INVESTED 6/2007 AS A SHAREHOLDER AND IS STILL A SHAREHOLDER. BUT HAS NO SAY IN THE DAY TO DAY OPERATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-27 |
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