Capital Institutional Services, Inc. at New York County lists Capital Institutional Services, Inc. and Kristi Wetheington of Dallas, TX as the associates.
Capital Institutional Services, Inc.
Location
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750 N ST PAUL STE 2100, DALLAS, TX 75201
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Capital Institutional Services, Inc.
DOS Process
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750 N ST PAUL STE 2100, DALLAS, TX 75201
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Kristi Wetheington
CEO
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KRISTI WETHEINGTON STE 2100, DALLAS, TX 75201
(View Past Addresses)
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New York County
View Map
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Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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2022 | Plan NameCAPITAL INSTITUTIONAL SERVICES, INC. EMPLOYEES' SAVINGS PLAN Plan #003 Participants BOY/EOY78 / 77 Assets BOY/EOY$23,717,322 / $19,341,616 | 2022 | CAPITAL INSTITUTIONAL SERVICES, INC. EMPLOYEES' SAVINGS PLAN - Plan #003 | 78 / 77 | $23,717,322 / $19,341,616 |
2021 | Plan NameCAPITAL INSTITUTIONAL SERVICES, INC. EMPLOYEES' SAVINGS PLAN Plan #003 Participants BOY/EOY85 / 79 Assets BOY/EOY$22,473,795 / $23,717,322 | 2021 | CAPITAL INSTITUTIONAL SERVICES, INC. EMPLOYEES' SAVINGS PLAN - Plan #003 | 85 / 79 | $22,473,795 / $23,717,322 |
2020 | Plan NameCAPITAL INSTITUTIONAL SERVICES, INC. EMPLOYEES' SAVINGS PLAN Plan #003 Participants BOY/EOY84 / 85 Assets BOY/EOY$19,333,817 / $22,473,795 | 2020 | CAPITAL INSTITUTIONAL SERVICES, INC. EMPLOYEES' SAVINGS PLAN - Plan #003 | 84 / 85 | $19,333,817 / $22,473,795 |
2019 | Plan NameCAPITAL INSTITUTIONAL SERVICES, INC. EMPLOYEES' SAVINGS PLAN Plan #003 Participants BOY/EOY81 / 84 Assets BOY/EOY$15,094,589 / $19,333,817 | 2019 | CAPITAL INSTITUTIONAL SERVICES, INC. EMPLOYEES' SAVINGS PLAN - Plan #003 | 81 / 84 | $15,094,589 / $19,333,817 |
Loan Date | Approved | Forgiven | Lender | Jobs | ||
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04/06/2020 | Approved$1,266,800 Forgiven$1,274,542 LenderBOKF, National Association Jobs63 | 04/06/2020 | $1,266,800 | $1,274,542 | BOKF, National Association | 63 |
Financial Technology Securities, LLC
Registered in Texas
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Dallas, TX | View Report |
Capital Institutional Services Inc.
Registered in New Jersey
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View Report | ||
Capital Institutional Services, Inc.
Registered in Georgia
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Dallas, TX | View Report | |
Capital Institutional Services, Inc.
Registered in Texas
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Dallas, TX | View Report |
The following government agencies have contributed data:
New York Department of State U.S. Department of Labor U.S. Small Business Administration