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Joseph P Acquanita

Atlantic Private Wealth, LLC

Chapel Hill, NC

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Current Employers
Atlantic Private Wealth, Llc

308 West Rosemary Street Suite 301, Chapel Hill, NC 27516 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-10-27
  • NC RA
    APPROVED
    Since 2022-10-27

Branch Locations

308 West Rosemary Street Suite 301, Chapel Hill, NC 27516 • 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
Cambridge Investment Research, Inc. Fairfield IA 11/2020 05/2021
Campbell University Buies Creek NC 06/2016 06/2018
University Of Missouri Columbia MO 06/2018 11/2020
Cambridge Investment Research Advisors, Inc. Fairfield IA 02/2021 05/2021
Campbell University Buies Creek NC 06/2016 07/2018
University Of Missouri Columbia MO 07/2018 11/2020
Family Legacy Financial Solutions, Llc Cary NC 11/2020 Present
  • 11/2020 → 05/2021
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 06/2016 → 06/2018
    Campbell University
    Buies Creek, NC
  • 06/2018 → 11/2020
    University Of Missouri
    Columbia, MO
  • 02/2021 → 05/2021
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA
  • 06/2016 → 07/2018
    Campbell University
    Buies Creek, NC
  • 07/2018 → 11/2020
    University Of Missouri
    Columbia, MO
  • 11/2020 → Present
    Family Legacy Financial Solutions, Llc
    Cary, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-19
  • S66 Uniform Combined State Law Examination
    2020-12-19

View on SEC IAPD

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Other Investors

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CRAIG ALAN SULLIVAN
PAUL T BODE
MILTON S BROWN
TODD DAVID YOUNG
Matthew Kent Inman
Colin James Bates

Other Offices

FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC
ABSHER WEALTH MANAGEMENT, LLC · CHAPEL HILL, NC
FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC
RBC CAPITAL MARKETS, LLC · Chapel Hill, NC
TRUIST ADVISORY SERVICES, INC. · CHAPEL HILL, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHAPEL HILL, NC
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CHAPEL HILL, NC
ROBERT W. BAIRD & CO. INCORPORATED · Chapel Hill, NC

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