New RIAs

*Sourced By Meridian IQ.





Row Number6
RegistrationNew RIAs Affiliated with Existing RIAs
IARD Number168798
Full Legal NameCapwealth Insights, LLC
Primary Advisory Business NameCapwealth Insights, LLC
PrincipalPAGLIARA, TIMOTHY, JUDE
RIA TypeRetail
AUM$0.00
No. of Employees5
SEC/JurisdictionSEC
Registration StatusApproved
Status Effective Date11/12/13
Street Address 13000 Meridian Blvd
CityFranklin
StateTN
Zip37067
Phone No.(615) 778-0740
Principal EmailNA
Website WWW.CAPWEALTHINSIGHTS.COM
Advisor CRD#733637
Estimated Advisor AUM (in millions of $)700
Name of Breakaway Brokerage Firm1CAPWEALTH INVESTMENT SERVICES, LLC
Name of Associated RIA2CAPWEALTH ADVISORS, LLC +
Previous EmployersInvestment Adviser Representative, Capwealth Advisors, LLC (12/2009-Present) Registered Representative, Capwealth Investment Services, LLC (12/2009-Present) Registered Representative, Investment Adviser Representative, NBC Securities, Inc. (05/2002-12/2009)
General Professional ExperienceSeries 7, 8, 24, 63, and 65 licensed
Professional Networks / Personal InfoJD, St. Louis University, Class of 1983 BA, Philosophy, St. Louis University, Class of 1979


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