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2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-08-15 |
Branch Locations
2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sjolund Financial Services | Villas | NJ | 08/2003 | Present |
| Altitude Capital Management Llc | Des Moines | IA | 07/2015 | Present |
INSURANCE AGENT- INVESTMENT RELATED-AT VILLAS, NEW JERSEY, INSURANCE SALES, AGENT, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-03 |
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