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6705 S Red Road Suite 604, Coral Gables, FL 33143 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-21 |
| FL | RA | APPROVED | 2014-09-16 |
Branch Locations
6705 S Red Road Suite 604, Coral Gables, FL 33143 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-02-29 |
| FL | RA | APPROVED | 2009-11-16 |
Branch Locations
6705 S Red Road, Suite 604, Coral Gables, FL 33143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Coral Gables | FL | 11/2009 | Present |
| Atlantic Family Wealth, Llc | Coral Gables | FL | 06/2014 | Present |
1.08/02/2024; AFW-604 Holdings, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 07/20/2020; 1hrs/mth; 0hrs during trading 2.09/10/2024; (Hybrid) Atlantic Family Wealth, LLC / Atlantic Family Wealth, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 02/17/2015; 120hrs/mth; 10hrs during trading; I provide investment advisory services through Atlantic Family Wealth, LLC, an independent investment advisor firm. I started this business activity in 9/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3.10/13/2025; VMI Solar, LLC; Other - LLC for Tax Purposes; Not Investment Related; ; Start Date 10/15/2025; 1hrs/mth; 0hrs during trading 4.08/31/2026; (Hybrid) Atlantic Family Wealth; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 05/19/2017; 100hrs/mth; 7hrs during trading;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-04 |
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