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Advisor at ALTUS WEALTH GROUP, LLC
COLORADO SPRINGS, CO | Palm Desert, 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 |
|---|---|---|---|---|---|---|
| ALTUS WEALTH GROUP, LLC | Independent wealth | Aug 22, 2017 | n/a | yes | Palm Desert, CA|COLORADO SPRINGS, CO | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Aug 21, 2017 | no | COLORADO SPRINGS, CO|Palm Desert, CA|Palm Desert, CA | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Jun 1, 2009 | no | COLORADO SPRINGS, CO | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Nov 22, 1999 | Apr 2, 2007 | no | COLO.SPRINGS, CO|COLORADO SPRINGS, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ALTUS WEALTH GROUP, LLC | Aug 21, 2017 | Aug 22, 2017 | 1 | Firm change | Other |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |