# MARGUERITE ANN FAGAN-WHITMORE

MARGUERITE ANN FAGAN-WHITMORE is an investment adviser representative (IAR) with state registration records since 2003, appearing at 5 firms. Currently registered with CAPFINANCIAL PARTNERS, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CAPFINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/175112) | 2019-03-08 | present | Yes |
| [WEALTHSPIRE RETIREMENT ADVISORY](https://search.stillhousedata.com/firm/121254) | 2013-06-11 | 2014-03-11 | — |
| [FINANCIAL TELESIS INC](https://search.stillhousedata.com/firm/31012) | 2007-05-11 | 2014-03-03 | — |
| [AMP ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/119507) | 2006-09-21 | 2007-06-13 | — |
| [PLAN ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/120974) | 2003-09-16 | 2005-08-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1259966)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1259966.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.