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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
NC RA APPROVED 2022-04-25
  • NC RA
    APPROVED
    Since 2022-04-25

Branch Locations

6201 Fairview Road #200, Charlotte, NC 28210 • 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
Investors Bank Iselin NJ 06/2018 08/2018
Lpl Financial Llc Matawan NJ 11/2019 Present
The College Of New Jersey Ewing NJ 08/2015 05/2019
Unemployed Middletown NJ 06/2019 10/2019
Atlas Private Wealth Advisors Cliffwood NJ 11/2019 Present
  • 06/2018 → 08/2018
    Investors Bank
    Iselin, NJ
  • 11/2019 → Present
    Lpl Financial Llc
    Matawan, NJ
  • 08/2015 → 05/2019
    The College Of New Jersey
    Ewing, NJ
  • 06/2019 → 10/2019
    Unemployed
    Middletown, NJ
  • 11/2019 → Present
    Cliffwood, NJ
Other Businesses

1)8/13/2020- Champion Financial TEAM - DBA for LPL Business (entity for LPL business)- Inv. Related- Matawan, NJ -100% 2)8/13/2020-ATLAS PRIVATE WEALTH ADVISORS- DBA for LPL Business (entity for LPL business)- Inv. Related- Matawan, NJ -100%

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-20
  • S66 Uniform Combined State Law Examination
    2021-01-20

View on SEC IAPD

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