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Philip Arthur Gleason

Altimeter Wealth LLC

Charlotte, NC

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Current Employers
Altimeter Wealth Llc

Charlotte, NC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-02-08
  • NC RA
    APPROVED
    Since 2024-02-08

Branch Locations

Charlotte, NC • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
The Investment Center, Inc Charlotte NC 06/2009 09/2016
Ic Advisory Services Inc. Charlotte NC 06/2009 09/2016
Great Lakes Atlantic Wealth Management And Advisory Partners Charlotte NC 08/2016 01/2019
Gleason Asset Management Davenport IA 06/2009 09/2016
Red Oak Capital Management Chicago IL 09/2016 11/2023
Hayden Royal, Llc Charlotte NC 09/2016 01/2019
Altimeter Wealth Charlotte NC 12/2023 Present
  • 06/2009 → 09/2016
    The Investment Center, Inc
    Charlotte, NC
  • 06/2009 → 09/2016
    Ic Advisory Services Inc.
    Charlotte, NC
  • 08/2016 → 01/2019
    Great Lakes Atlantic Wealth Management And Advisory Partners
    Charlotte, NC
  • 06/2009 → 09/2016
    Gleason Asset Management
    Davenport, IA
  • 09/2016 → 11/2023
    Red Oak Capital Management
    Chicago, IL
  • 09/2016 → 01/2019
    Hayden Royal, Llc
    Charlotte, NC
  • 12/2023 → Present
    Altimeter Wealth
    Charlotte, NC
Previous Registrations
  • 2019-01-08 → 2023-11-03
    Red Oak Capital Management, Inc.
    Oak Brook, IL
    Charlotte, NC
  • 2016-09-01 → 2019-01-04
    Hayden Royal
    Charlotte, NC
    Charlotte, NC
  • 2009-06-29 → 2016-09-01
    Ic Advisory Services, Inc.
    Charlotte, NC
    Bedminster, NJ
  • 2005-11-14 → 2009-06-29
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Davenport, IA
  • 1999-01-01 → 2005-11-25
    Citigroup Global Markets Inc.
    Davenport, IA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-12-23
S65 Uniform Investment Adviser Law Examination 1994-12-23
  • S63 Uniform Securities Agent State Law Examination
    1994-12-23
  • S65 Uniform Investment Adviser Law Examination
    1994-12-23
Other Names
  • Philip Arthur Gleason

View on SEC IAPD

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