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Haden Elizabeth Rountree

Atlas Financial Advisors, LLC

Boca Raton, FL

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Current Employers
Atlas Financial Advisors, Llc

4800 T-Rex Ave Suite 100, Boca Raton, FL 33431 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-20
  • FL RA
    APPROVED
    Since 2026-05-20

Branch Locations

4800 T-Rex Ave Suite 100, Boca Raton, FL 33431 • 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
Sweetfrog Premium Frozen Yogurt Jupiter FL 09/2018 10/2022
Ihop Jupiter FL 10/2022 07/2023
Ihop Deerfield Beach FL 07/2023 Present
Florida Financial Advisors Miami FL 03/2025 06/2025
Atlas Financial Advisors Boca Raton FL 11/2025 Present
Zeus Financial Boca Raton FL 01/2026 Present
Independence Middle School Jupiter FL 01/2016 09/2018
  • 09/2018 → 10/2022
    Sweetfrog Premium Frozen Yogurt
    Jupiter, FL
  • 10/2022 → 07/2023
    Ihop
    Jupiter, FL
  • 07/2023 → Present
    Ihop
    Deerfield Beach, FL
  • 03/2025 → 06/2025
    Florida Financial Advisors
    Miami, FL
  • 11/2025 → Present
    Atlas Financial Advisors
    Boca Raton, FL
  • 01/2026 → Present
    Zeus Financial
    Boca Raton, FL
  • 01/2016 → 09/2018
    Independence Middle School
    Jupiter, FL
Other Businesses

IHOP; not investment-related; 516 S Federal Hwy, Deerfield Beach, FL 33441; Nature is 24-hour diner; I am an Employee; My title is Server; Start date: 07/2023; Approximate Number of hours/month: 30; 0 of those hours during trading hours; Job duties: Great, serve, and cash out customers Atlas Financial Advisors; yes investment related; 4800 T Rex Ave St. 100, Boca Raton, FL 33431; In the business of Investment Advisory Firm; Position: Client Success and Operations Specialist; Start date:11/2025; Devote about 160 hrs/month; 160 of those hours during trading hours; I handle client onboarding, answering phones, filing paperwork Zues Financial; yes investment related; 4800 T Rex Ave St. 100, Boca Raton, FL 33431; In the business of Broker Dealer; Position: Executive Assistant; Start Date: 01/2026; Devote about 20 hours a month; 20 of these hours during trading hours; I provide administrative support to CEO including preparing for meetings, and monitoring emails

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-04
  • S65 Uniform Investment Adviser Law Examination
    2026-04-04

View on SEC IAPD

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