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331 Newman Springs Rd. Suite 320, Building 3, 2Nd Floor, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-17 |
Branch Locations
Ponte Vedra Beach, FL • United States
331 Newman Springs Rd. Suite 320, Building 3, 2Nd Floor, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Laguna Niguel | CA | 07/2016 | 09/2016 |
| Lpl Financial, Llc | Irvine | CA | 10/2016 | Present |
| Atlas Private Wealth Advisors | Matawan | NJ | 10/2016 | Present |
12/8/2016 - Atlas Private Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 10/20/2016 - Time Spent 100% - I provide investment advisory services through Atlas Private Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity on 12/08/16. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-27 |
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