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Inactive

Gino Garcia

Atlas Capital Advisors Inc.

San Francisco, CA

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Current Employers
Atlas Capital Advisors Inc.

38 Keyes Ave Suite 200, San Francisco, CA 94129 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-27
  • CA RA
    APPROVED
    Since 2024-11-27

Branch Locations

38 Keyes Ave Suite 200, San Francisco, CA 94129 • 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
Atlas Capital Advisors Inc San Francisco CA 01/2024 Present
Meridian Financial Llc San Francisco CA 06/2023 12/2023
Unemployed San Francisco CA 11/2014 05/2023
  • 01/2024 → Present
    Atlas Capital Advisors Inc
    San Francisco, CA
  • 06/2023 → 12/2023
    Meridian Financial Llc
    San Francisco, CA
  • 11/2014 → 05/2023
    Unemployed
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-23
  • S65 Uniform Investment Adviser Law Examination
    2024-11-23

View on SEC IAPD

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