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331 Newman Springs Rd. Suite 320, Building 3, 2Nd Floor, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-05-20 |
Branch Locations
331 Newman Springs Rd. Suite 320, Building 3, 2Nd Floor, Red Bank, NJ 07701 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-09 |
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