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Advisor at ALTITUDE CAPITAL MANAGEMENT LLC
DES MOINES, IA | CHERRY HILL, NJ
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 |
|---|---|---|---|---|---|---|
| ALTITUDE CAPITAL MANAGEMENT LLC | Independent wealth | Jan 12, 2026 | n/a | yes | CHERRY HILL, NJ|DES MOINES, IA | Current employment |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | Jan 24, 2023 | Jan 22, 2025 | no | WHEATON, IL|Cherry Hill, NJ | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Nov 16, 2009 | no | Marlton, NJ | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Mar 4, 2008 | Jun 1, 2009 | no | VOORHEES, NJ | Previous registration |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | n/a | Oct 20, 2004 | Jan 23, 2008 | no | HADDONFIELD, NJ|HADDONFIELD, NJ | Previous registration |
| QUICK & REILLY, INC. | n/a | Mar 11, 2004 | Oct 20, 2004 | no | WILLIAMSTOWN, NJ | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Apr 4, 2002 | Dec 31, 2003 | no | PLYMOUTH MEETING, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BROOKSTONE WEALTH ADVISORS, LLC | ALTITUDE CAPITAL MANAGEMENT LLC | Jan 22, 2025 | Jan 12, 2026 | 355 | Firm change | Other |
| MORGAN STANLEY | BROOKSTONE WEALTH ADVISORS, LLC | Nov 16, 2009 | Jan 24, 2023 | 4,817 | Firm change after gap | Wirehouse to RIA |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | MORGAN STANLEY & CO. LLC | Jan 23, 2008 | Mar 4, 2008 | 41 | Firm change | Other |
| QUICK & REILLY, INC. | BANC OF AMERICA INVESTMENT SERVICES, INC. | Oct 20, 2004 | Oct 20, 2004 | 0 | Bulk transfer | Other |
| MSI FINANCIAL SERVICES, INC. | QUICK & REILLY, INC. | Dec 31, 2003 | Mar 11, 2004 | 71 | Firm change | Other |