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Current Employers
Atlas Capital Management Corp

11130 Coldwater Road Suite 104, Ft Wayne, IN 46845-1270 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2019-10-15
TX RA APPROVED_RES 2019-10-11
  • NM RA
    APPROVED
    Since 2019-10-15
  • TX RA
    APPROVED_RES
    Since 2019-10-11

Branch Locations

11130 Coldwater Road Suite 104, Ft Wayne, IN 46845-1270 • United States

3634 Rio Rancho Blvd Ne Suite 201, Rio Rancho, NM 87144 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Horter Investment Management Cincinnati OH 09/2014 10/2019
Anthem Financial Services, Inc Rio Rancho NM 09/2009 Present
The Church Of Jesus Christ Of Latter Day Saints Albuquerque NM 01/2018 Present
Atlas Capital Management Corp Fort Wayne IN 10/2019 Present
  • 09/2014 → 10/2019
    Horter Investment Management
    Cincinnati, OH
  • 09/2009 → Present
    Anthem Financial Services, Inc
    Rio Rancho, NM
  • 01/2018 → Present
    The Church Of Jesus Christ Of Latter Day Saints
    Albuquerque, NM
  • 10/2019 → Present
    Fort Wayne, IN
Previous Registrations
  • 2014-09-29 → 2019-10-11
    Rio Rancho, NM
    Rio Rancho, NM
    Cincinnati, OH
  • 2009-06-03 → 2014-09-17
    Monticello Investment Services, Inc.
    Rio Rancho, NM
    Neosho, MO
  • 2007-10-03 → 2008-02-20
    Insphere Securities, Inc.
    Salt Lake City, UT
    Salt Lake City, UT
    Salt Lake City, UT
    La Grande, OR
  • 2007-08-14 → 2007-10-03
    Allegis Advisors, Inc.
    Salt Lake City, UT
Other Businesses

1.Anthem Financial Services, Inc. Investment related 3634 Rio Rancho Blvd. NE #201 Rio Rancho, NM 87144 Insurance Sales. Mostly Life and annuity CEO 09/2009 160 toward the business 120 during exchange hours Sales of insurance products as well as IAR sales. Manage and train new agents as needed. 2. The Church of Jesus Christ of Latter Day Saints Non-Investment Reltated 1100 Montano Blvd NW Albuquerque, NM 87107 Counseling, welfare care and general accountability of members 40 hours a month 0 hours during security exchange Bishop

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-07-16
S63 Uniform Securities Agent State Law Examination 1996-11-19
  • S65 Uniform Investment Adviser Law Examination
    2007-07-16
  • S63 Uniform Securities Agent State Law Examination
    1996-11-19
Other Names
  • Brent Fewox

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