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4669 South Blvd Ste 105, Virginia Beach, VA 23452 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-02 |
| VA | RA | APPROVED | 2025-10-01 |
Branch Locations
4669 South Blvd Ste 105, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Virginia | VA | 02/2011 | 10/2025 |
| Purshe Kaplan Sterling Investments, Inc. | Virginia Beach | VA | 10/2025 | 02/2026 |
| Lcw Services, Llc D/B/A Altura Wealth Advisors | Virginia Beach | VA | 10/2025 | Present |
1. LCW Services, LLC. Non-investment related. 4669 South Blvd Virginia Beach VA 23452. Fixed insurance. Agent. 10/1/2025. 12 hours per month. 12 during securities trading hours. Provide insurance advice based on the needs of client(s). 2. RECJ, LLC. Non-investment related. 4669 South Blvd Ste 105, Virginia Beach, VA 23452. Owner. 10/31/2021, 0 hours per month. 0 during securities trading hours. This is an S-Corp 100% owned by me that holds my shares (25%) in LCW Services, LLC. I pay myself a reasonable salary and distribute profits to myself.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-22 |
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