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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-11-23 |
| TX | RA | APPROVED_RES | 2021-11-17 |
Branch Locations
10313 Jefferson Hwy Ste B, Baton Rouge, LA 70809 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc | Baton Rouge | LA | 04/2012 | 11/2021 |
| Altus Wealth Management, Llc | Baton Rouge | LA | 04/2012 | Present |
| Lpl Financial | Baton Rouge | LA | 11/2021 | Present |
1) 2013 - REAL ESTATE RENTAL / ALTUS REAL ESTATE / INVESTMENT RELATED / 0HR/SMO / BATON ROUGE, LA 70809 2) 04/20/2012 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) / ALTUS WEALTH MANAGEMENT / INVESTMENT RELATED / BATON ROUGE, LA 70809 3) 08/2012 - INSURANCE AGENCY / ALTUS BENEFIT SOLUTIONS, LLC / INVESTMENT RELATED / BATON ROUGE, LA 70809 4) 10/18/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) / GLADSTONE WEALTH PARTNERS / INVESTMENT RELATED / 160HRS/MO / BATON ROUGE, LA 70809 5) 11/2021 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY / INDEPENDENT INVESTING SERVICES / INVESTMENT RELATED / 0HRS/MO / BATON ROUGE, LA 70809 6) 2016 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY / JD STEWART FINANCIAL SERVICES / INVESTMENT RELATED / 0HRS/MO / BATON ROUGE, LA 70809 7) 2012 - NON-VARIABLE INSURANCE / ALTUS BENEFIT SOLUTIONS / INVESTMENT RELATED / 10HRS/MO / BATON ROUGE, LA 70809 8) 07/03/2023 - Altus Holdings, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 09/20/2022 - 5 Hours Per Month/ 1 Hour During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-07-15 |
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