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Advisor at CAPSTONE WEALTH MANAGEMENT GROUP, INC.
BEND, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, INC. | Independent wealth | Feb 27, 2026 | n/a | yes | BEND, OR | Current employment |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | Independent wealth | Sep 8, 2003 | Jul 28, 2026 | no | BEND, OR|BEND, OR | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | n/a | Jul 7, 2003 | Aug 5, 2003 | no | BEND, OR | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Apr 25, 2003 | May 15, 2003 | no | BEND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | CAPSTONE WEALTH MANAGEMENT GROUP, INC. | Jul 28, 2026 | Feb 27, 2026 | -151 | Channel change | RIA to new firm |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | Aug 5, 2003 | Sep 8, 2003 | 34 | Firm change | Other |
| MORGAN STANLEY DW INC. | CAMBRIDGE INVESTMENT RESEARCH, INC. | May 15, 2003 | Jul 7, 2003 | 53 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 128097:340135:OR:2026-07-28 | Jul 28, 2026 | Feb 27, 2026 | BEND, OR | Channel change |