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1731 Poly Drive, Billings, MT 59102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-02-12 |
| MT | RA | APPROVED | 2004-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capstone Wealth Management, Inc. | Billings | MT | 03/2006 | Present |
I am a licensed insurance agent (since 1987) and licensed insurance consultant (since 2011). As an insurance agent I evaluate a client or prospective client's insurance needs and recommend insurance products as necessary. As an insurance consultant I analyze a client's or prospective client's sale, exchange and funding adequacy of their existing policy(s). This business is conducted in the same office as Capstone Wealth Management. I devote approximately 3 hours per month to this activity which may or may not be conducted during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-26 |
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