CHARLES DUSTIN CAPASSO is an investment adviser representative (IAR) with state registration records since 2007, appearing at 5 firms. Currently registered with CAPASSO PLANNING PARTNERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT FINANCIAL, LLC | 2024-07-16 | 2024-11-13 | — |
| CAPASSO PLANNING PARTNERS LLC | 2020-05-04 | present | Yes |
| LAKE TAHOE WEALTH MANAGEMENT, INC. | 2013-12-18 | 2018-06-15 | — |
| DWM FINANCIAL GROUP, INC. | 2012-02-23 | 2013-11-19 | — |
| MORRIS FINANCIAL CONCEPTS, INC. | 2007-04-10 | 2011-08-30 | — |