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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-06 |
| LA | RA | APPROVED | 2021-11-16 |
Branch Locations
10313 Jefferson Hwy Ste B, Baton Rouge, LA 70809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| 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, Llc | Baton Rouge | LA | 11/2021 | Present |
1. 08/01/2012 - ALTUS BENEFIT SOLUTIONS/ INSURANCE AGENCY/ INVESTMENT RELATED/ 25%/ BATON ROUGE, LA 2. 04/20/2012 - ALTUS WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ BATON ROUGE, LA 3. 10/18/2021 - GLADSTONE WEALTH PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ BATON ROUGE, LA 4. 11/16/2021 - ALTUS REAL ESTATE LLC/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 0%/ 4208 BLUEBONNET BLVD, BATON ROUGUE, LA 70809; 12320-3 SUITE B HIGHWAY 44, GONZALES LA 70737 5. 11/16/2021 - ALTUS BENEFIT SOLUTIONS/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 0%/ BATON ROUGE, LA 6. 01/01/2013 - RC CONSULTING LLC/ BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY/ INVESTMENT RELATED/ 0%/ BATON ROUGE, LA 7. 01/01/1998 - INDEPENDENT INVESTMENT SERVICES LLC/ BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY/ INVESTMENT RELATED/ 0%/ BATON ROUGE, LA 8. 07/03/2023 - Altus Holdings, LLC - Not 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 | 1994-02-17 |
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