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Advisor at CAPITOL SECURITIES MANAGEMENT, INC.
Pearl River, NY | GLEN ALLEN, VA | Virginia Beach, VA
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 |
|---|---|---|---|---|---|---|
| CAPITOL SECURITIES MANAGEMENT, INC. | Independent wealth | May 27, 2022 | n/a | yes | Virginia Beach, VA|GLEN ALLEN, VA|Pearl River, NY | Current employment |
| KEY INVESTMENT SERVICES LLC | Bd affiliated wealth | Mar 26, 2021 | May 31, 2022 | no | POUGHKEEPSIE, NY|NANUET, NY|Plymouth Meeting, PA|BROOKLYN, OH|Suffern, NY | Previous registration |
| FIRST COMMAND ADVISORY SERVICES | Bd affiliated wealth | May 19, 2016 | May 18, 2017 | no | Cornwall, NY|FORT WORTH, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KEY INVESTMENT SERVICES LLC | CAPITOL SECURITIES MANAGEMENT, INC. | May 31, 2022 | May 27, 2022 | -4 | Firm change | Ibd to RIA |
| FIRST COMMAND ADVISORY SERVICES | KEY INVESTMENT SERVICES LLC | May 18, 2017 | Mar 26, 2021 | 1,408 | Firm change after gap | Other |