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Current Employers
Atlas Fiduciary Services, Inc.

214 N. State Street Unit 1, Concord, NH 03301 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2024-02-13
  • NH RA
    APPROVED
    Since 2024-02-13

Branch Locations

214 N. State Street Unit 1, Concord, NH 03301 • 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
Primary Financial Care Providers Concord NH 10/2016 02/2017
Margaritas Restaurant Concord NH 07/2016 09/2016
Unemployed Los Angeles CA 02/2016 10/2016
Change Path Llc Leawoood KS 01/2018 12/2018
Hd Vest Advisory Services Bow NH 12/2018 02/2019
Mobile Repair Nashua NH 03/2018 08/2018
M.O.M.S Painting Company Bedford NH 08/2018 09/2018
Advisory Group Equity Services Ltd Woburn MA 11/2016 04/2017
Michael Knee Dba Glasswater Retirement Strategies Llc Concord NH 07/2017 12/2018
Travis Terry & Company Pc Salem NH 01/2019 11/2020
Unemployed Bow NH 02/2017 07/2017
Energybits Dba Michael Knee Manchester NH 07/2014 Present
Avantax Advisory Services Dallas TX 02/2019 01/2020
Cambridge Investment Research Advisors, Inc. Fairfield IA 04/2021 02/2024
Ameriprise Financial Services Salem NH 01/2020 11/2020
Ups Manchester NH 12/2020 01/2021
Atlas Financial Group Concord NH 01/2021 Present
Atlas Fiduciary Services, Inc. Concord NH 04/2022 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 02/2014 05/2024
  • 10/2016 → 02/2017
    Primary Financial Care Providers
    Concord, NH
  • 07/2016 → 09/2016
    Margaritas Restaurant
    Concord, NH
  • 02/2016 → 10/2016
    Unemployed
    Los Angeles, CA
  • 01/2018 → 12/2018
    Change Path Llc
    Leawoood, KS
  • 12/2018 → 02/2019
    Hd Vest Advisory Services
    Bow, NH
  • 03/2018 → 08/2018
    Mobile Repair
    Nashua, NH
  • 08/2018 → 09/2018
    M.O.M.S Painting Company
    Bedford, NH
  • 11/2016 → 04/2017
    Advisory Group Equity Services Ltd
    Woburn, MA
  • 07/2017 → 12/2018
    Michael Knee Dba Glasswater Retirement Strategies Llc
    Concord, NH
  • 01/2019 → 11/2020
    Travis Terry & Company Pc
    Salem, NH
  • 02/2017 → 07/2017
    Unemployed
    Bow, NH
  • 07/2014 → Present
    Energybits Dba Michael Knee
    Manchester, NH
  • 02/2019 → 01/2020
    Avantax Advisory Services
    Dallas, TX
  • 04/2021 → 02/2024
    Fairfield, IA
  • 01/2020 → 11/2020
    Ameriprise Financial Services
    Salem, NH
  • 12/2020 → 01/2021
    Ups
    Manchester, NH
  • 01/2021 → Present
    Atlas Financial Group
    Concord, NH
  • 04/2022 → Present
    Concord, NH
  • 02/2014 → 05/2024
    Fairfield, IA
Previous Registrations
Other Businesses

1) ENERGYBITS DBA MICHAEL KNEE, 365A NEW BOSTON ROAD, CANDIA NH, BRAND AMBASSADOR, INDEPENDENT CONTRACTOR, 07/01/14, NIR, 2 HR/YR- 0/TRADING HR. MR. KNEE IS AN AFFILIATE SELLER OF ENERGYBITS BRAND PRODUCTS AND IS SUBJECT TO DISCOUNTS AND COMMISSIONS OF SALES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-16
  • S65 Uniform Investment Adviser Law Examination
    2017-11-16
Other Names
  • Michael E Knee
  • Michael Eugene Knee

View on SEC IAPD

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