Amit Shah

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2020-03-20

FL RA
APPROVED

Since 2020-03-20

Branch Locations

Wesley Chapel, FL • 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

Organization	City	State	From	To
Lpl Financial Llc	Jacksonville	FL	02/2015	Present
Shah Wealth Management	East Brunswick	NJ	03/2015	08/2019
Atlas Private Wealth Advisors	East Brunswick	NJ	08/2019	03/2020

02/2015 → Present

Lpl Financial Llc

Jacksonville, FL
03/2015 → 08/2019

Shah Wealth Management

East Brunswick, NJ
08/2019 → 03/2020

Atlas Private Wealth Advisors

East Brunswick, NJ

Previous Registrations

2019-08-23 → 2020-03-27

Atlas Private Wealth Advisors

East Brunswick, NJ
2011-11-22 → 2015-03-09

Morgan Stanley

Pittsburgh, PA

Chicago, IL

Other Businesses

1. 3/12/2015 - SHAH Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/11/2015 - 160 Hours Per Month/120 Hours During Securities Trading. 2. 4/27/2015 - Shah Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/22/2015 - 160 Hours Per Month/120 Hours During Securities Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-11-21

S66 Uniform Combined State Law Examination

2011-11-21

View on SEC IAPD