Curtis L. Shaffer

Current Employers

Momentum Capital Management

10775 Double R Blvd. Suite 122, Reno, NV 89521 • United States

Current Registrations

Authority	Category	Status	Date
NV	RA	APPROVED	2026-04-08
UT	RA	APPROVED	2026-04-08

NV RA
APPROVED

Since 2026-04-08
UT RA
APPROVED

Since 2026-04-08

Branch Locations

Lehi, UT • United States

10775 Double R Blvd. Suite 122, Reno, NV 89521 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Sustainable Alternative Feed Enterprises	Santa Clara	CA	04/2015	02/2019
Redlist	Pleasant Grove	UT	02/2019	05/2022
Strategic Financial Solutions	New York	NY	05/2022	01/2024
Cls Capital Inc.	Reno	NV	01/2024	Present
Institute For Wealth Management Llc	Reno	NV	12/2024	03/2026
Cvs Capital, Llc Dba Momentum Capital Management	Reno	NV	03/2026	Present

04/2015 → 02/2019

Sustainable Alternative Feed Enterprises

Santa Clara, CA
02/2019 → 05/2022

Redlist

Pleasant Grove, UT
05/2022 → 01/2024

Strategic Financial Solutions

New York, NY
01/2024 → Present

Cls Capital Inc.

Reno, NV
12/2024 → 03/2026

Institute For Wealth Management Llc

Reno, NV
03/2026 → Present

Cvs Capital, Llc Dba Momentum Capital Management

Reno, NV

Other Businesses

- Name of other business: CLS Capital Inc. - Investment related: No - Address: 10775 Double R Boulevard, Suite 122, Reno NV 89521 - Nature of other business: Administrative and consulting services - Position/title/duties: President - Start date: 01/2024 - Approximate number of hours/month you devote to the other business: 10 - Number of hours you devote to the other business during securities trading hours: 0

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-05-17

S65 Uniform Investment Adviser Law Examination

2025-05-17

Other Names

Curtis Shaffer

View on SEC IAPD