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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-06-29 |
Branch Locations
165 S Wadsworth Blvd Ste 200, Lakewood, CO 80226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Lakewood | CO | 05/2015 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Altitude Investment Management, Llc | Lakewood | CO | 03/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF ENTITY:BDY LLC; No; 640 S HARRISON ST; DENVER; CO; 80209; ART PRODUCTION; OWNER; 11/5/2014; 8; 0; ART PRODUCTION & SALES OF PRINT ARTWORK| 2. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 165 S WADSWORTH BLVD STE 200; LAKEWOOD; CO; 80226; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 2/1/2017; 160; 160; SALE OF FIXED INSURANCE PRODUCTS.| 3. NAME OF ENTITY:PREMIER FINANCIAL BENEFITS; Yes; 165 S WADSWORTH BLVD STE 200; LAKEWOOD; CO; 80226; FINANCIAL SERVICES/DBA; PARTNER; 1/23/2017; 160; 160; SALE OF INSURANCE,SECURITIES AND INVESTMENT PRODUTS.| 4. NAME OF OTHER BUSINESS: ALTITUDE INVESTMENT MANAGEMENT, LLC; INVESTMENT RELATED: YES; ADDRESS: 165 S WADSWORTH BLVD #200 LAKEWOOD, CO 80226; NATURE OF BUSINESS: INVESTMENT MODEL PORTFOLIO MANAGEMENT AND COACHING; START DATE: 3/2022; POSITION/TITLE/RELATIONSHIP: NON MANAGING PARTNER; APX NUMBER OF HOURS PER WEEK: 5 ; APX NUMBER OF HOURS DURING TRADING HOURS: 5 ; BRIEF DESCRIPTION OF DUTIES: MARKETING THE BENEFITS OF ALTITUDE INVESTMENT MGMT. ADVISORY MODEL TO ADVISORS AND THEIR CLIENTS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-12 |
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