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310 Paper Trail Drive Building 100, #99, Canton, GA 30115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-03-22 |
| GA | RA | APPROVED | 2017-03-17 |
Branch Locations
310 Paper Trail Drive Building 100, #99, Canton, GA 30115 • United States
3395 Sixes Road Suite 207, Canton, GA 30114 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Canton | GA | 06/2016 | Present |
| Atlas Investment Advisory, Llc | Milton | GA | 05/2016 | Present |
1. 6/30/2016 - Atlas Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/30/2016 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 6/30/206 - Falling Brook LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 06/01/2010 - Time Spent 1%. 3. 11/17/2016 - Twin Ridge Defence, LLC - Not Investment Related - 102 Haden Hall Drive, Roswell, GA 30075 - Other-Business Owner -Co-Owner - Started 12/01/2016 - 10 Hours Per Month/0 Hours During Securities Trading. 4. 2/11/2020 - Atlas Investment Advisory LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/30/2020 - 35 Hours Per Month During Securities Trading - Time Spent 25% - I provide investment advisory services through Atlas Investment Advisory, LLC, an independent investment advisor firm. I started this business activity in 02/2020. I expect to spend approximately 35 hours per 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. 5. Independent Insurance Agent, Investment Related, Milton, Georgia, Insurance Sales, Sale of Insurance Products,January 2013, 10 Hours, All during Trading hours, All duties related to sales of insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-09 |
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