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Current Employers
Atlas Private Wealth Advisors

331 Newman Springs Rd. Suite 320, Building 3, 2Nd Floor, Red Bank, NJ 07701 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-05-20
  • MD RA
    APPROVED
    Since 2025-05-20

Branch Locations

331 Newman Springs Rd. Suite 320, Building 3, 2Nd Floor, Red Bank, NJ 07701 • United States

114 Baptist St., Salisbury, MD 21801 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Baltimore MD 01/2009 Present
Atlas Private Wealth Advisors Red Bank NJ 05/2025 Present
Shariden Consulting And Wealth Management, Llc Salisbury MD 02/2011 05/2025
  • 01/2009 → Present
    Lpl Financial Llc
    Baltimore, MD
  • 05/2025 → Present
    Red Bank, NJ
  • 02/2011 → 05/2025
    Shariden Consulting And Wealth Management, Llc
    Salisbury, MD
Previous Registrations
  • 2007-01-05 → 2008-12-19
    Uvest Financial Services Group, Inc.
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
Other Businesses

1. 2/22/2011: NON-VARIABLE INSURANCE DBA - SHARIDEN CONSULTING AND WEALTH MANAGEMENT - CO-PRESIDENT - TIME SPENT 100% - SALISBURY, MD. 2. 4/12/2011: NON-VARIABLE INSURANCE - KELLY AND ASSOCIATES INSURANCE GROUP, LLC - KELLY AND ASSOCIATES - NO TITLE, DUTIES OR AUTHORITY FOR THE BUSINESS. APPOINTED TO SUBMIT HEALTH INSURANCE APPLICATIONS THROUGH KELLY AND ASSOCIATES, NO LONGER JUST RESIDUAL COMMISSION CHECKS, BUT SOME NEW BUSINESS. - TIME SPENT 2% - SALISBURY, MD 3. 08/10/2015 - CRUMP INSURANCE SERVICES - INV REL - 2300 CRABURY RD, BALTIMORE, MD 21209 - NON-VARIABLE INSURANCE - START 02/01/2011 - 8 HOURS PER MONTH, 0 DURING TRADING - I USE CRUMP INSURANCE SERVICES TO FACILITATE THE PURCHASE OF NON-VARIABLE LIFE INSURANCE. MY ROLE IS AGENT. 4) 05/16/2025 - Atlas Private Wealth Advisors - Inv. Related - DBA for LPL Business (entity for LPL business) - At reported business locations - Start Date:05/07/2025 - 160 Hours Per Month/ 160 Hours During Securities Trading. 5) 05/27/2025 - Pinnacle - Investment Related - Non-Variable Insurance - At reported business locations - Start Date:05/13/2025 - 5 Hours Per Month/ 5 Hours During Securities Trading. 6. 08/14/2025 - Atlas Private Wealth Advisors - Registered Investment Advisor Hybrid - At reported business locations - Inv Rel - Startdate: 05/05/2025 - 160hrs/mnth during trading. I provide investment advisory services through Atlas Private Wealth Advisors, an independent investment advisor firm. I started this business activity in 5/2025. I expect to spend approximately 160 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-05
S63 Uniform Securities Agent State Law Examination 1999-03-09
  • S65 Uniform Investment Adviser Law Examination
    2006-06-05
  • S63 Uniform Securities Agent State Law Examination
    1999-03-09
Other Names
  • Dennis Wayne Grinestaff

View on SEC IAPD

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