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Colorado Springs, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Colorado Springs | CO | 04/2014 | 11/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2019 |
| Altus Wealth Group, Llc | Colorado Springs | CO | 11/2019 | 06/2026 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2020 | 06/2026 |
| Vantalith Wealth Management | Colorado Springs | CO | 06/2026 | Present |
1. Lincoln Financial Group (Insurance). Not Investment Related. 1301 South Harrison, Fort Wayne, IN 46802. Insurance. Broker of Record. Start 12/2023. 5 hours per month, 2 during trading hours. Group disability insurance sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-22 |
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