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Current Employers
Wedmont Private Capital

26 South Church Street Suite 1A, West Chester, PA 19382 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-12-03
TX RA APPROVED 2025-10-29
  • AZ RA
    APPROVED
    Since 2025-12-03
  • TX RA
    APPROVED
    Since 2025-10-29

Branch Locations

Oro Valley, AZ • United States

26 South Church Street Suite 1A, West Chester, PA 19382 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Designations

View on SEC IAPD

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