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1984 – The partners change the name of the firm to Capital Financial Group Securities Incorporated.
1993 – The first MasterMind conference is held at Pook's Hill, coinciding with the Superstorm of March 1993.
1998 – Steven Porter is named President.
2000 – Charlie Eisenmann is named President.
2002 – The Field Advisory Committee is established.
2005 – Much beloved President Charlie Eisenmann leaves the firm to join Dunham, and a few years later loses his battle with cancer.
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| Company name | Founded date | Revenue | Employee size | Job openings |
|---|---|---|---|---|
| Capstone Partners | - | $4.0M | 198 | - |
| Commerce Street | 2007 | $3.0M | 42 | - |
| Natixis North America LLC | 1990 | $40.0M | 260 | 2 |
| Landmark Dividend | 2014 | $42.4M | 182 | - |
| First Financial Equity Corporation | - | $140,000 | 4 | - |
| Madison Investments | - | $1.6M | 5 | 12 |
| Banc of America Mortgage Capital Corporation | 1997 | $790.0M | 204,489 | - |
| RBS Securities | 1981 | $210.0M | 563 | - |
| Black River Asset Management | - | - | 125 | - |
| Clearwater Capital Partners | 2001 | $49,000 | 5 | - |
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