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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-02-21 |
| NJ | RA | APPROVED | 2022-05-11 |
Branch Locations
300 Craig Road Suite 206, Manalapan, NJ 07726 • United States
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alter Wealth Management, Llc | Manalapan | NJ | 11/2011 | 12/2022 |
| Alter Financial Group Llc | Manalapan | NJ | 01/2013 | Present |
| Forum Financial Management, Lp | Lombard | IL | 02/2022 | Present |
1) Unique Melodies, Inc.; Not investment-related; 300 Craig Road, Suite 206, Manalapan, NJ 07746; Non-profit music education organization dedicated to individuals with special needs; Board Member and Treasurer; Less than 5 hours per month; 0 hours during securities trading hours; Oversee and advise on business matters. 2) Alter Financial Group LLC; Not investment-related; 300 Craig Road, Suite 206 Manalapan, NJ 07726; CPA firm; President & Owner; 01/01/2013; 160 hours per month; 160 hours during securities trading hours; Tax preparation & oversee staff.
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