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Current Employers
Atlas Private Wealth Advisors

331 Newman Springs Rd. Suite 320, Building 3, 2Nd Floor, Red Bank, NJ 07701 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-10-21
NJ RA APPROVED 2016-09-09
  • TX RA
    APPROVED
    Since 2019-10-21
  • NJ RA
    APPROVED
    Since 2016-09-09

Branch Locations

331 Newman Springs Rd. Suite 320, Building 3, 2Nd Floor, Red Bank, NJ 07701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Matawan NJ 12/2013 Present
Atlas Private Wealth Advisors Matawan NJ 08/2016 Present
Previous Registrations
Other Businesses

1. 12/13/13: Atlas Private Wealth Advisors; At rep bus loc(s); DBA for LPL Business (entity for LPL business); Inv. rel; Time Spent 100% 2. 12/13/13: Tinton Falls, NJ; Real Estate Rental; Inv. related; Owner/Manager; Time Spent 1% 3. 12/13/13: Pinnacle; At rep bus loc(s); Non-Variable Insurance; Inv. related; Time Spent 10% 4. 8/31/16: Atlas Private Wealth Advisors LLC; At rep bus loc(s); Registered Investment Advisor Hybrid; Inv. related; Start date 9/1/2016; 35hrs/mo. during trading; I provide investment advisory services through Atlas Private Wealth Advisor, LLC, an independent investment advisor firm. I started this business activity on 8/30/16. I expect to spend approximately 35 Hrs/Mth on this activity. Please see the advisory firm's Form ADV... 5. 11/2/16: Neptune, NJ; Real Estate Rental; Inv. related; Start date 9/30/2016; 1hr/mo.; 0hrs during trading 6. 5/17/17: Greenwood Loop Brick, NJ; Real Estate Rental; Inv. related; Real Estate Rental; Start 8/30/16; 1hr/mo/0hrs during trading 7. 6/13/17: 33 Northup Drive; Brick, NJ; Real Estate Rental; Inv. related; Owner; Start 4/1/2017; 1hr/mo.; 0hrs during trading. 8. 6/23/17: 177 Primrose Brick NJ; Brick, NJ; Real Estate Rental; Inv. related; Start 6/7/2017; 1hr/mo.; 0hrs during trading. 9. 12/18/17: Brick, NJ; Real Estate Rental; Not inv. related; Start 1/22/2018; 1hr/mo.; 0hrs during trading. 10. 4/3/18: 1015 Mattison; Asbury Park NJ; Real Estate Rental; Not inv. related; Start 5/1/2018; 1hr/mo.; 0hrs during trading. 11. 7/9/18: Greenwood Loop Brick NJ; Real Estate Rental; Not inv. related; Start date 7/16/2018 1hr/mo. during trading. 12. 7/10/18: Greenwood Loop Brick NJ; Real Estate Rental; Not inv. related; Start date 7/28/2018 0hrs/mo. during trading. 13. 8/27/18: Primrose Lane Brick, NJ; Real Estate Rental; Inv. related; Start 9/05/2018; 1hr/mo.; 0hrs during trading. 14. 9/18/19: 650-650 Ocean Holdings LLC; Pt Pleasant NJ; Real Estate Rental; Inv. related; Start 12/1/2019; 1hr/mo.; 0hrs during trading. 15. 4/5/21: LEB Management INC; At rep bus loc(s); Business Entity For Tax/Investment Purposes Only; Not inv. related; Start 3/17/2021; 1hr/mo.; 0hrs during trading. 16. 12/16/21: Tinton Falls NJ 07724; Real Estate Rental; Inv. related; Start Date: 12/13/2013; 1hr/mo.; 0hrs during trading. 17. 7/19/24- 100 PRIMROSE LANE LLC- Real Estate Rental- INV REL- Brick, NJ- Start 6/1/24- 1hr per mth/0 hrs during trading 18. 7/19/24-208 GREENWOOD LOOP LLC-Real Estate Rental-INV REL-Brick, NJ- Start 6/1/24- 1hr per mth/0 hrs during trading 19. 7/19/24-123 PRIMROSE LLC-Real Estate Rental-INV REL-Brick, NJ- Start 6/1/24- 1hr per mth/0 hrs during trading 20. 7/19/24-16 GREENWOOD LOOP LLC-Real Estate Rental-INV REL-Brick, NJ- Start 6/1/24- 1hr per mth/0 hrs during trading 21. 9/4/2024- 177 PRIMROSE LANE LLC- Real Estate Rental- INV REL- Brick, NJ- Start 6/1/24- 1hr per mth/0 hrs during trading 22. 9/4/2024- 218 GREENWOOD LOOP LLC- Real Estate Rental- INV REL- Brick, NJ- Start 6/1/24- 1hr per mth/0 hrs during 23. 9/4/2024- 100 PRIMROSE LANE LLC- Real Estate Rental- INV REL- Brick, NJ- Start 6/1/24- 1hr per mth/0 hrs trading 24. 9/4/2024- 1810 RUTHERFORD LLC- Real Estate Rental- INV REL- Neptune, NJ- Start 6/1/24- 1hr per mth/0 hrs trading 25.9/4/2024- 1015 MATTISON LLC- Real Estate Rental- INV REL- Asbury Park, NJ- Start 6/1/24- 1hr per mth/0 hrs trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-09-06
  • S66 Uniform Combined State Law Examination
    2002-09-06
Other Names
  • Juan Mayo
  • Juan Perez
  • Tony Mayo
  • Tony Mayo

View on SEC IAPD

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