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Regina Cornelio

Altitude Capital Management LLC

Johnson City, TN

Des Moines, IA

CRD 7996440

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Employer firm

Altitude Capital Management LLC CRD 329366

$104M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Altitude Capital Management Llc

2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-10-16
  • TN RA
    APPROVED
    Since 2024-10-16

Branch Locations

2700 S Roan Street Suite 410, Johnson City, TN 37601 • United States

2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Qsac Massapequa NY 06/2014 06/2017
Appreciation Financial Las Vegas NV 06/2017 10/2020
Forthright Capital Partners Idaho Falls ID 10/2020 05/2024
Whitney & Associates Unicoi TN 05/2024 09/2024
Altitude Capital Management Llc Des Moines IA 09/2024 Present
  • 06/2014 → 06/2017
    Qsac
    Massapequa, NY
  • 06/2017 → 10/2020
    Appreciation Financial
    Las Vegas, NV
  • 10/2020 → 05/2024
    Forthright Capital Partners
    Idaho Falls, ID
  • 05/2024 → 09/2024
    Whitney & Associates
    Unicoi, TN
  • 09/2024 → Present
    Des Moines, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-08
  • S65 Uniform Investment Adviser Law Examination
    2024-08-08

View on SEC IAPD

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