• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
KIRK ROY SHELDON
CRD#: 1062156
IA
Investment Adviser
CAPITAL FINANCIAL MANAGEMENTCRD#: 130841 2221 CAMINO DEL RIO SOUTH
SUITE 303
SAN DIEGO, CA 92108-3718
Registration History
20122014201620182020202220242026IACAPITAL FINANCIAL MANAGEMENT (CRD# 130841)2012 - Present (12 years)
License(s)

State Registrations

IA
California 5/14/2012

IA
Texas 5/13/2020

Current Registration(s)
IA
CAPITAL FINANCIAL MANAGEMENT (CRD#:130841)
2221 CAMINO DEL RIO SOUTH SUITE 303, SAN DIEGO, CA 92108-3718
Registered with this firm since 5/14/2012

For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.