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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2016-09-09 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Matawan | NJ | 01/2016 | Present |
| Atlas Private Wealth Advisors | Matawan | NJ | 08/2016 | Present |
(1) 07/28/2016: Atlas Private Wealth Advisors, LLC - DBA for LPL Business (entity for LPL business) - INV REL - 14 Cliffwood Avenue, Matawan, NJ 07747 - Start 09/01/2016 - 200 Hr/Mo; 35 Hours During Securities Trading (2) 08/31/2016: Atlas Private Wealth Advisors, LLC - Registered Investment Advisor Hybrid - DBA: (Hybrid) Atlas Private Wealth Advisors, LLC -Investment Related - 14 Cliffwood Avenue, Matawan, NJ 07747 - Start 09/01/2016 - 200 Hr/Mo; 35 Hours During Securities 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 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. (3) 12/19/2017 - Pinnacle Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 01/15/2016 - 10 Hours Per Month/2 During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-18 |
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