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Advisor at ALTUS WEALTH MANAGEMENT, LLC
FT. MITCHELL, KY
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 MANAGEMENT, LLC | Independent wealth | Mar 21, 2025 | n/a | yes | FT. MITCHELL, KY | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | Feb 21, 2025 | no | BOSTON, MA|UNION, KY|CINCINNATI, OH | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Jun 26, 2015 | Jul 13, 2018 | no | COVINGTON, KY|CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | ALTUS WEALTH MANAGEMENT, LLC | Feb 21, 2025 | Mar 21, 2025 | 28 | Firm change | Ibd to RIA |
| STRATEGIC ADVISERS LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 13, 2018 | Jul 13, 2018 | 0 | Bulk transfer | Ibd to new firm |