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Advisor at ALTITUDE CAPITAL MANAGEMENT LLC
DES MOINES, IA | INDIO, CA
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 | Jun 24, 2026 | n/a | yes | DES MOINES, IA|INDIO, CA | Current employment |
| SECURE INVESTMENT MANAGEMENT, LLC | Independent wealth | Jun 11, 2025 | Dec 8, 2025 | no | TUCSON, AZ|Indio, CA | Previous registration |
| LIBERTY WEALTH MANAGEMENT, LLC | Independent wealth | Sep 30, 2024 | Feb 20, 2025 | no | Palm Desert, CA|OAKLAND, CA | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Apr 22, 2022 | Sep 28, 2024 | no | RANCHO MIRAGE, CA | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Oct 30, 2018 | Sep 29, 2021 | no | Glendale, CA | Previous registration |
| EDWARD JONES | National bd RIA | Jan 22, 2018 | Aug 27, 2018 | no | Indio, CA|ST LOUIS, MO|Indio, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SECURE INVESTMENT MANAGEMENT, LLC | ALTITUDE CAPITAL MANAGEMENT LLC | Dec 8, 2025 | Jun 24, 2026 | 198 | Firm change | RIA to RIA |
| LIBERTY WEALTH MANAGEMENT, LLC | SECURE INVESTMENT MANAGEMENT, LLC | Feb 20, 2025 | Jun 11, 2025 | 111 | Firm change | RIA to RIA |
| J.P. MORGAN SECURITIES LLC | LIBERTY WEALTH MANAGEMENT, LLC | Sep 28, 2024 | Sep 30, 2024 | 2 | Firm change | Wirehouse to RIA |
| VALIC FINANCIAL ADVISORS, INC. | J.P. MORGAN SECURITIES LLC | Sep 29, 2021 | Apr 22, 2022 | 205 | Firm change | Ibd to wirehouse |
| EDWARD JONES | VALIC FINANCIAL ADVISORS, INC. | Aug 27, 2018 | Oct 30, 2018 | 64 | Firm change | Ibd to ibd |