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1700 Woodlands Dr. Suite 100, Maumee, OH 43537 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-11 |
| SC | RA | APPROVED | 2015-06-04 |
Branch Locations
7 Finch Street, Hilton Head Island, SC 29926 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Profile Clinic, Inc | Atlanta | GA | 10/1988 | Present |
| Atlantis Wealth Advisors Llc | Hilton Head Island | SC | 06/2015 | Present |
| Ibn Financial Services, Inc. | Hilton Head Islanc | SC | 10/2015 | Present |
1)FINANCIAL PROFILE CLINIC INC & THE HERITAGE INSTITUTE; NON INV REL;21 CARDINAL ROAD, SUITE 104, HILTON HEAD ISLAND, SC 29926; INSURANCE BROKERAGE; PRESIDENT - START 10/01/1988; HERITAGE DESIGN PROFESSIONAL, MULTI-GENERATIONAL LEADERSHIP TRANSFER; NON INV-RELATED; 50 HRS/MTH, ALL DURING TRADING HRS. FINANCIAL PROFILE CLINIC INC, INSURANCE BROKERAGE OPERATIONS. REVIEW OF HEALTH LIFE AND DI PRODUCTS. 2) RB Group Holdings, Non Investment Related, 21 CARDINAL ROAD, SUITE 104, Hilton Head, SC, Building Owner, Start 11/1/21, 5 hours per month, 5 trading hours per month. Own and manage commercial property with 3 tenants, 1 of them being family flooring business. 3) RH BOOKS SINCE 9/15 7/09 NOT INVEST REL 21 CARDINAL ROAD, SUITE 104, HILTON HEAD ISLAND, SC 29926; PRODUCTION AND DISTRIBUTION OF BOOKS; PARTNER; 10 HRS/MO 10 DUR TRD HRS; FACILITATION OF FICTIONAL BOOK DEVELOPMENT AND DISTRIBUTION. 4)1ST PRESBYTERIAN CHURCH; NONINV RELATED; 540 WILLIAM HILTON PKWY HILTON HEAD,SC 29928; Endowment Committee Consultant; 07/01/2011; 2HR/MON; 2 Trading HR/MON; 5) ATLANTIS WEALTH ADVISORS LLC. INVESTMENT RELATED. 21 CARDINAL ROAD, SUITE 104. RIA. IAR. START 6/1/2015. 100 HOURS PER MONTH, 100 DURING TRADING. FINANCIAL DESIGN AND INVESTMENT ANALYSIS PLANNING. 6) RB Flooring, Non Investment Related, 21, Cardinal Rd., Ste 101, Hilton Head, SC. Flooring store. Position - member. Start 11/1/21. Hours per month 20, Trading hours 0. Holds primary interest in family flooring store. Duties include consulting, financial review, accounting review, and operations review.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-09 |
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