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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-11-23 |
| TX | RA | APPROVED | 2021-11-16 |
Branch Locations
12320-3 Highway 44, Suite B, Gonzales, LA 70737 • United States
10313 Jefferson Hwy Ste B, Baton Rouge, LA 70809 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc | Gonzales | LA | 04/2012 | 11/2021 |
| Altus Wealth Management | Gonzales | LA | 04/2012 | Present |
| Lpl Financial Llc | Baton Rouge | LA | 11/2021 | Present |
1) 11/16/2021 - ALTUS BENEFIT SOLUTIONS - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 40 Hours Per Month/ 10 Hours During Securities Trading 2) 11/16/2021- BROWN GROUP LLC-At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only 3) 11/16/2021 - ALTUS REAL ESTATE- Investment Related - BATON ROUGE, LA - Real Estate Rental- partner- Start 2013 4) 11/16/2021- JOEWOOD LLC- part owner- inv. related- GONZALES, LA- 0hrs/mth 5) 11/16/2021 - Altus Wealth Management- DBA for LPL Business (entity for LPL business)- inv. related- BATON ROUGE LA - Start 4/20/2012 6) 11/16/2021 - ALTUS BENEFIT SOLUTIONS- Insurance Agency- part owner- inv. related- BATON ROUGE LA- 40hrs/mth 7) 11/2021- Gladstone Wealth Partners- DBA for LPL Business (entity for LPL business)- inv. related- BATON ROUGE LA 8) 07/03/2023 - Altus Holdings, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 09/20/2022 - 5 Hours Per Month/ 1 Hour During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-21 |
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