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26 South Church Street Suite 1A, West Chester, PA 19382 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-03 |
| TX | RA | APPROVED | 2025-10-29 |
Branch Locations
Oro Valley, AZ • United States
26 South Church Street Suite 1A, West Chester, PA 19382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Altfest Personal Wealth Management | New York | NY | 03/2017 | 01/2018 |
| Pwc | New York | NY | 09/2015 | 02/2017 |
| Altfest Personal Wealth Management | New York | NY | 03/2022 | 10/2025 |
| Altfest Personal Wealth Management | New York | NY | 02/2018 | 01/2022 |
| Altfest Personal Wealth Management | New York | NY | 03/2020 | 02/2022 |
| Unemployed | Oro Valley | AZ | 10/2025 | 10/2025 |
| Wedmont Private Capital, Llc | Oro Valley | AZ | 10/2025 | Present |
| Wedmont Private Capital, Llc | Oro Valley | AZ | 11/2025 | Present |
| Altfest Personal Wealth Management | New York | NY | 03/2017 | 01/2018 |
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