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| July 1996 |
CP Capital Group
founded |
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| May
2000 |
Served as
Financial Advisor on the $35,000,000 sale of Gulliver Academy |
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| October 2000 |
Purchased US
Eagle Securities, a full service broker-dealer, established in 1984 |
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| July 2001 |
US Eagle
Securities renamed CP Capital Securities to reflect the ownership and
affiliation with CP Capital Group |
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| June 2002 – July 2003 |
Financial Advisor
on purchase of a $10,000,000 Florida Property and Insurance company |
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| June 2005 |
CP Capital
Securities’ clearing firm Fiserv purchased by National Financial Services
(a Fidelity Investments company) |
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| July 2006 |
Established CP
Capital Mortgage and CP Capital Realty |
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| January 2007 |
Completed
Security Bank, N.A. bank acquisition through CP Capital Bancorp and financed
through a $30,000,000 private placement by CP Capital Securities |
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@ 2007 CP Capital Group, LLC. All rights reserved - Privacy Notice
Securities products and services
in the United States are offered through CP Capital Securities, Inc. Member FINRA & SIPC. |
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