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Current Employers
Atlantis Wealth Advisors Llc

1700 Woodlands Dr. Suite 100, Maumee, OH 43537 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-04-11
SC RA APPROVED 2015-06-04
  • TX RA
    APPROVED_RES
    Since 2024-04-11
  • SC RA
    APPROVED
    Since 2015-06-04

Branch Locations

7 Finch Street, Hilton Head Island, SC 29926 • 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
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
  • 10/1988 → Present
    Financial Profile Clinic, Inc
    Atlanta, GA
  • 06/2015 → Present
    Hilton Head Island, SC
  • 10/2015 → Present
    Ibn Financial Services, Inc.
    Hilton Head Islanc, SC
Previous Registrations
  • 2003-03-18 → 2015-06-03
    Woodbury Financial Services, Inc.
    Hilton Head Island, SC
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-10-03
S63 Uniform Securities Agent State Law Examination 1993-09-09
  • S65 Uniform Investment Adviser Law Examination
    2001-10-03
  • S63 Uniform Securities Agent State Law Examination
    1993-09-09
Designations

View on SEC IAPD

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