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423 South Cascade Avenue, Colorado Springs, CO 80903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-08-23 |
| CA | RA | APPROVED | 2017-08-22 |
Branch Locations
Palm Desert, CA • United States
423 South Cascade Avenue, Colorado Springs, CO 80903 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Colorado Springs | CO | 10/1998 | 08/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2017 | Present |
| Altus Wealth Group | Colorado Springs | CO | 08/2017 | Present |
1) ALTUS WEALTH GROUP. INVESTMENT RELATED. SEE REGISTERED BRANCH OFFICE LOCATION. RIA. FINANCIAL ADVISOR. 08/18/2017. 160 HOURS/MONTH, 6 DURING TRADING. MANAGING CLIENT ASSETS. 2) Insurance. Not Investment Related. At registered branch location. Insurance. Agent. Start 1/1/2023. 1 hour per month during trading. I sell term insurance and annuities from time to time like most FA's. 3) MH Wealth Management. Investment Related. At registered branch location. Financial Advisor. Owner. 1 hour per month during trading. I help people reach their financial goals. RIA fees are run through the RIA and then paid out to MHWM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-07 |
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