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Advisor at VANTALITH WEALTH
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 |
|---|---|---|---|---|---|---|
| VANTALITH WEALTH | State registered | Jun 16, 2026 | n/a | yes | COLORADO SPRINGS, CO | Current employment |
| ALTUS WEALTH GROUP, LLC | Independent wealth | Nov 12, 2019 | Jun 17, 2026 | no | COLORADO SPRINGS, CO | Previous registration |
| MORGAN STANLEY | Wirehouse | May 16, 2014 | Nov 13, 2019 | no | COLORADO SPRINGS, CO | Previous registration |
| FIRST COMMAND FINANCIAL PLANNING, INC. | Former SEC adviser | Apr 9, 2012 | Jan 15, 2014 | no | COLORADO SPRINGS, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALTUS WEALTH GROUP, LLC | VANTALITH WEALTH | Jun 17, 2026 | Jun 16, 2026 | -1 | Firm change | RIA to state RIA |
| MORGAN STANLEY | ALTUS WEALTH GROUP, LLC | Nov 13, 2019 | Nov 12, 2019 | -1 | Firm change | Wirehouse to RIA |
| FIRST COMMAND FINANCIAL PLANNING, INC. | MORGAN STANLEY | Jan 15, 2014 | May 16, 2014 | 121 | Firm change | Other |