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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_RES | 2021-11-17 |
Branch Locations
10313 Jefferson Hwy Ste B, Baton Rouge, LA 70809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc. | Baton Rouge | LA | 07/2016 | 11/2021 |
| Altus Wealth Management, Llc | Baton Rouge | LA | 07/2016 | Present |
| Lpl Financial, Llc | Baton Rouge | LA | 11/2021 | Present |
1. 11/16/2021 - TOPPER CORPORATION - OTHER - INVESTMENT RELATED/ 0%/ RUSTON, LA - Start date: 1980 2. 11/16/2021 - ALTUS WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ BATON ROUGE, LA- Start date: 04/20/2012 3. 11/16/2021 - GLADSTONE WEALTH PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ BATON ROUGE, LA - Start date: 10/18/2021 4. 11/16/2021 - ALTUS BENEFIT SOLUTIONS/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 0%/ BATON ROUGE, LA - Start date: 2016 5. 11/16/2021 - ABAB/ OTHER/ INVESTMENT RELATED/ 0%/ RUSTON, LA - Start date: 1980 6. 11/16/2021 - JBC INVESTMENT LLC/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 1%/ 22600 TURTLEBACK LANE, PANAMA CITY BEACH, FL 32413; 1420 TURTLEBACK LANE, PANAMA CITY BEACH, FL 32413 - Start date: 2004 7. 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 8.08/08/2025 - Altus Private Client - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start date: 07/23/2025 - 10hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-11-07 |
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