Creg V Shaffer

Current Employers

Employment History

• 01/2003 → Present
  Foresee Analytics, Inc.
  Minneapolis, MN
• 02/2013 → 07/2017
  Concert Wealth Management, Inc.
  San Jose, CA
• 02/2013 → 02/2020
  Sustainable Alternative Feed Enterprises, Inc.
  Reno, NV
• 06/2017 → 03/2026
  The Institute For Wealth Management
  Denver, CO
• 02/2013 → Present
  Cvs Capital, Llc
  Reno, NV
• 03/2026 → Present
  Cvs Capital, Llc Dba Momentum Capital Management
  Reno, NV

Previous Registrations

• 2018-01-29 → 2026-03-30
  The Institute
  Reno, NV
  Denver, CO
• 2017-06-16 → 2017-12-31
  The Institute
  Reno, NV
  Denver, CO
• 2013-02-20 → 2017-07-10
  Concert Wealth Management
  Reno, NV
  San Jose, CA
• 2010-10-12 → 2013-02-21
  Resource Investment Architects, Inc.
  Petaluma, CA

Other Businesses

- Name of other business: Foresee Analytics, Inc. - Investment-related: No - Address: 1610 Scoti Lane, Gardnerville NV 89410 - Nature of the other business: Provides consulting services in the manufacturing, waste, and recycling industry - Position/title/duties: President - Start date: 01/2003 - Approximate number of hours/month devoted to the other business: 20 - Number of hours devoted during securities trading hours: <1 hr/day

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-04

Other Names

• Creg Shaffer