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Kelsey Jordan Althouse
KELSEY JORDAN LAIRD, Kelsey Laird
CRD#: 6195172
IA
Investment Adviser
B
Broker
CRUX WEALTH ADVISORSCRD#: 330731 Lake Forest Park, WA
ARETE WEALTH MANAGEMENT, LLCCRD#: 44856 3444 E. Anaheim St.
Long Beach, CA 90804
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2014 - 2016 (1 year)2 FIRMS2016 - 2020 (3 years)2 FIRMS2020 - 2021 (<1 year)2 FIRMS2021 - 2024 (3 years)2 FIRMS2024 - Present (<1 year)
License(s)

State Registrations

B
California 8/2/2024

B
Washington 8/2/2024

IA
California 8/3/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CRUX WEALTH ADVISORS (CRD#:330731)
Lake Forest Park, WA
Registered with this firm since 8/3/2024

B
ARETE WEALTH MANAGEMENT, LLC (CRD#:44856)
3444 E. Anaheim St., Long Beach, CA 90804
Lake Forest Park, WA
Registered with this firm since 8/2/2024

Previous Registration(s)
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IA
02/17/2021 - 08/02/2024 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018) Long Beach, CA
B
02/17/2021 - 08/02/2024 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) Long Beach, CA
IA
04/02/2020 - 02/10/2021 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) BELLEVUE, WA
B
04/02/2020 - 02/10/2021 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) BELLEVUE, WA
IA
05/18/2016 - 03/17/2020 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018) SCOTTSDALE, AZ
B
04/25/2016 - 03/17/2020 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) SCOTTSDALE, AZ
IA
09/09/2014 - 03/28/2016 EDWARD JONES (CRD#:250) TEMPE, AZ
B
04/09/2014 - 03/28/2016 EDWARD JONES (CRD#:250) TEMPE, AZ
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.