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Advisor at CAPSTONE RIA
Bellingham, WA
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 RIA | Independent wealth | Feb 27, 2025 | n/a | yes | Bellingham, WA | Current employment |
| CAPSTONE WEALTH ADVISORS, LLC | Independent wealth | Dec 11, 2019 | Jul 29, 2025 | no | Bellingham, WA|SALEM, OR|BELLINGHAM, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPSTONE WEALTH ADVISORS, LLC | CAPSTONE RIA | Jul 29, 2025 | Feb 27, 2025 | -152 | Firm change after gap | RIA to new firm |