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Justin Allen O'Malley

Capstone Partners

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About Justin Allen O'Malley

Justin Allen O'Malley is a financial advisor currently registered with Capstone Partners. Justin is active in the securities industry since May 2014 and has held prior positions with Stephens, BlackHill Advisors LP, BCMS Capital Advisors LLC, and Nexbank Securities Inc. Justin is registered in Colorado and holds Series 63, 7, 79, and SIE licenses.

Firm Information

Justin O'Malley is currently registered with Capstone Partners. Capstone Partners is a Limited Liability Company formed on April 8, 2004. The firm is registered with the SEC and in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

89

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Justin O'Malley’s Registration & Firm History

TX

05/13/2021 - Present

Capstone Partners (Dallas TX)

TX

02/26/2018 - 04/07/2021

STEPHENS (DALLAS TX)

TX

05/10/2016 - 02/27/2018

BLACKHILL ADVISORS LP (DALLAS TX)

TX

05/08/2014 - 06/17/2014

BCMS CAPITAL ADVISORS LLC (FORT WORTH TX)

TX

02/22/2012 - 01/24/2014

NEXBANK SECURITIES INC (DALLAS TX)

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Licenses & Designations

BC

Issued 11/09/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/19/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2012

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Allen O'Malley.
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