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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2015-03-16 |
Branch Locations
85 Main Street, Hopkinton, MA 01748 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Hopkinton | MA | 09/2014 | Present |
| Private Advisor Group | Hopkinton | MA | 12/2014 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 03/2015 | Present |
(1) 11/11/2014: ATLAS WEALTH STRATEGIES - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 85 MAIN ST, HOPKINTON, MA 01748-1886 - 90% OF TIME SPENT (2) 12/19/2014: PRIVATE ADVISOR GROUP - INV REL - 85 MAIN ST, HOPKINTON, MA 01748-1886 - REGISTERED INVESTMENT ADVISOR: (HYBRID) PRIVATE ADVISOR GROUP - 5% OF TIME SPENT - LICENSED ADMIN (3) 08/24/2016: Private Advisor Group - Registered Investment Advisor - DBA: (Hybrid) Private Advisor Group - Investment Related- 85 Main Street - 5% Time Spent - I am a licensed assistant through PRIVATE ADVISOR GROUP, an independent investment advisor firm. I started this business activity in 11/6//2014 I expect to spend approximately 8 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. 4. 01/03/2018 - Atlas Wealth Strategies - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - I provide ADMIN services through this DBA which are described in a form submitted for a hybrid RIA OBA. I am compensated for my advisory services as described in a form submitted for a hybrid RIA OBA. Not all IRAs associated with my RIA are also securities-registered with LPL Financial. This RIA is not a DBA for my LPL business. - Start Date 11/06/2014 - 20 Hours Per Month / 15 Hours During Trading - I provide administrative services through Private Advisor Group, Inc., an independent investment advisor firm. I started this business activity on 1/3/2017. I expect to spend approximately 20 hours/month on this activity. Please see the advisory firms 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 advisory firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-12 |
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