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Chico, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-02-02 |
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2025-11-07 |
| PA | RA | APPROVED | 2025-10-01 |
| NY | RA | APPROVED | 2025-09-16 |
| LA | RA | APPROVED | 2025-09-15 |
| AZ | RA | APPROVED | 2025-09-05 |
Branch Locations
Oroville, CA • United States
1453 Downer Street Suite A, Oroville, CA 95965 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1453 Downer Street Suite A, Oroville, CA 95965 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atlas Financial Advisors, Inc. (160276) | Oroville | CA | 03/2012 | 07/2026 |
| Atlas Financial Llc | Chico | CA | 02/2025 | Present |
| Quantum Wealth Advisors Llc | Winter Garden | FL | 03/2025 | Present |
Name of business - Atlas Health Insurance Solutions Is the business "investment-related" - No Location (city, state) of business - Oroville, CA Position/title and duties with business - Insurance Agent Start date with business - October 2004 Hours per month or week devoted to the business - 15 Percentage of total yearly salary expected to be derived from the business 25% Name of business - Atlas Financial, LLC Is the business "investment-related" - YES Location (city, state) of business - Chico, CA Position/title and duties with business - President/ IAR Start date with business - February 2025 Hours per month or week devoted to the business during training - 16 Hours per week devoted to the business outside training- 2 Percentage of total yearly salary expected to be derived from the business 10%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-20 |
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