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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-05-25 |
| UT | RA | APPROVED | 2014-03-24 |
Branch Locations
3125 North Main Street Suite 102, North Logan, UT 84341 • United States
Smithfield, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | North Logan | UT | 01/2014 | Present |
| Mml Investors Services Llc | North Logan | UT | 03/2014 | Present |
NAME: ATLAS WEALTH MANAGEMENT INV REL: Y ADD: 3125 N MAIN ST SUITE 102 NORTH LOGAN UT 84341 NATURE: INSURANCE POSITION: OWNER START DATE: 12/1/13 NO. HR/MO: 50 NO. HR/MO DURING SEC TRADING: 50 DESCRIBE DUTIES: DBA FOR SALES OF NEW FINANCIAL PRODUCTS AND SERVICING EXISTING CONTRACTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-18 |
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