Charles Wallace Mcmakin

Current Employers

Employment History

• 04/2012 → 11/2021
  Geneos Wealth Management Inc
  Bato Rouge, LA
• 04/2012 → Present
  Altus Wealth Management L.L.C.
  Baton Rouge, LA
• 11/2021 → Present
  Lpl Financial, Llc
  Baton Rouge, LA

Previous Registrations

• 2012-04-30 → 2021-11-22
  Geneos Wealth Management, Inc.
  Baton Rouge, LA
  Baton Rouge, LA
• 2006-11-14 → 2012-04-27
  Sanders Morris Llc
  Baton Rouge, LA
  Crowley, LA

Other Businesses

1) 2013 - REAL ESTATE RENTAL / ATLAS REAL ESTATE LLC / INVESTMENT RELATED / 0% / 4208 BLUEBONNET BLVD BATON ROUGE LA 70809 2) 11/16/2021 - Joe Woody LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Time Spent 1% 3) 11/16/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) / ALTUS WEALTH MANAGEMENT / INVESTMENT RELATED / 160HRS/MO / At Reported Business Location(s) / Start Date 04/20/2012 4) 08/2012 - INSURANCE AGENCY / ALTUS BENEFIT SOLUTIONS, LLC / INVESTMENT RELATED / 25% / BATON ROUGE, LA 70809 5) 2021 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY / CHARLES W MCMAKIN / INVESTMENT RELATED / 1% / BATON ROUGE, LA 70808 6) 10/28/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) / GLADSTONE WEALTH PARTNERS / INVESTMENT RELATED / 100% / BATON ROUGE, LA 70809 7) 11/16/2021 - ALTUS BENEFITS SOLUTIONS - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start 2016 - 2 Hours Per Month/ 2 Hours During Securities Trading - Time Spent 1% 8) 07/03/2023 - Altus Holdings, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 09/20/2022 - 5 Hours Per Month/ 1 Hour During Securities Trading 9) 08/11/2023 - charles w mcmakin and Andrea Clesi McMakin - Real Estate Rental - Investment Related - Lander, WY - Start Date 08/18/2023 - 1 Hour Per Month/ 0 Hours During Trading 10) 02/25/2025- Port of Baton rouge, LA- Other - Port of Baton Rouge, LA board member- Not INV Related- At Port of Baton rouge, LA- Start date 01/01/2025- 1 Hour Per Month- 1 Hour During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-09-01

Other Names

• Wally Alias
• Wally Mcmakin