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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-05 |
| KS | RA | APPROVED | 2025-06-05 |
| TX | RA | APPROVED_RES | 2025-06-05 |
Branch Locations
41307 12Th St. W Ste. 203, Palmdale, CA 93551 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial West Group | Westlake Village | CA | 03/2009 | 08/2017 |
| Atlas Wealth Management, Inc. | Palmdale | CA | 02/2014 | 06/2025 |
| World Financial Group, Inc. | Palmdale | CA | 06/2015 | 05/2021 |
| Western International Securities, Inc. | Pasadena | CA | 08/2017 | 06/2025 |
| Lpl Financial Llc | Palmdale | CA | 06/2025 | Present |
1. 06/05/2025- Atlas Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 03/17/2014- 160 Hours Per Month- 120 Hours During Trading 2. 06/05/2025- Atlas Wealth Management- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 05/17/2003- 20 Hours Per Month- 15 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-08 |
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