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Advisor at ALTUS WEALTH GROUP, LLC
COLORADO SPRINGS, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ALTUS WEALTH GROUP, LLC | Independent wealth | Jan 10, 2024 | n/a | yes | COLORADO SPRINGS, CO|COLORADO SPRINGS, CO | Current employment |
| ZACKS INVESTMENT MANAGEMENT, INC. | Mixed wealth | Aug 2, 2018 | Feb 29, 2024 | no | New Albany, OH|CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ZACKS INVESTMENT MANAGEMENT, INC. | ALTUS WEALTH GROUP, LLC | Feb 29, 2024 | Jan 10, 2024 | -50 | Firm change after gap | RIA to RIA |