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Current Employers
Atlas Fiduciary Services, Inc.

214 N. State Street Unit 1, Concord, NH 03301 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-07-11
  • NH RA
    APPROVED
    Since 2025-07-11

Branch Locations

214 N. State Street Unit 1, Concord, NH 03301 • United States

Portsmouth, NH • 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
OrganizationCityStateFromTo
First Trust Portfolios L.P. Wheaton IL 08/2016 03/2024
First Trust Advisors Lp Wheaton IL 08/2016 03/2024
Causeway Securities Llc New York NY 01/2025 06/2025
Unemployed Rye NH 04/2024 01/2025
Atlas Fiduciary Services, Inc. Portsmouth NH 06/2025 Present
  • 08/2016 → 03/2024
    First Trust Portfolios L.P.
    Wheaton, IL
  • 08/2016 → 03/2024
    Wheaton, IL
  • 01/2025 → 06/2025
    Causeway Securities Llc
    New York, NY
  • 04/2024 → 01/2025
    Unemployed
    Rye, NH
  • 06/2025 → Present
    Portsmouth, NH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-14
  • S66 Uniform Combined State Law Examination
    2016-04-14

View on SEC IAPD

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