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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-01-20 |
| TX | RA | APPROVED | 2022-08-09 |
| CO | RA | APPROVED | 2022-08-05 |
Branch Locations
710 Tenacity Drive #101, Longmont, CO 80504 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • 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 |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 10/2007 | 08/2022 |
| Joshua Hattig (Dba)Hattig Financial | Longmont, | CO | 01/2014 | Present |
| Consolidated Portfolio Reviewcorp | Longmont | CO | 08/2022 | Present |
| Vanderbilt Securities, Llc | Longmont | CO | 08/2022 | Present |
1- Hattig Financial Co. (aka Hattig Wealth Management). Investment related. Start date: 07/2002. Address: 710 Tenacity Drive, Longmont, CO 80504. Title: Owner/Agent. Duties: Financial Planning, Life & Health Insurance, Long-Term Care, and Fixed Insurance. Time spent during regular hours: 50%. 2- Josh Hattig - ranch / horses. Not Investment related. Address: 9849 Shoreline Dr Longmont CO 80504. Title: Owner. Duties: Feed / train personal horses. Time spent during regular hours: 5%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-02-10 |
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