Sandra Heide Dalton

Current Employers

Employment History

• 03/2006 → 04/2017
  Ameriprise Financial Services, Inc.
  Matawan, NJ
• 04/2017 → Present
  Lpl Financial, Llc
  Matawan, NJ
• 04/2017 → Present
  Atlas Private Wealth Advisors
  Matawan, NJ

Previous Registrations

• 2002-07-30 → 2017-04-17
  Ameriprise Financial Services, Llc
  Red Bank, NJ
  Eatontown, NJ
  Ft Lauderdale, FL
  Red Bank, NJ
  Wall Township, NJ
  Eatontown, NJ

Other Businesses

1) 2017-04-13 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - ATLAS PRIVATE WEALTH ADVISORS / - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2017-04-07 - 160hrs/mth - 8hrs/mth during trading 2) 2017-04-13 - OCD PROPERTIES, LLC - Business Entity For Tax/Investment Purposes Only - Y - at reported business location(s) - 2017-04-07 - 9hrs/mth - 0hrs/mth during trading 3) 2017-04-27 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - ATLAS PRIVATE WEALTH ADVISORS - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2017-04-07 - 160hrs/mth - 8hrs/mth during trading 4) 2018-08-21 - None - Non-Variable Insurance - Y - at reported business location(s) - 2018-08-06 - 10hrs/mth - 5hrs/mth during trading 5) 2019-08-02 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Champion Financial TEAM / Financial services - same as current - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2019-07-31 - 200hrs/mth - 8hrs/mth during trading 6) 2019-12-04 - Long Term Care Solutions Inc. - Non-Variable Insurance - Y - at reported business location(s) - 2019-11-18 - 3hrs/mth - 3hrs/mth during trading 7) 2022-11-22 - Legal Shield - Other - Legal - N - at reported business location(s) - 2022-10-26 - 6hrs/mth - 1hrs/mth during trading 8) 2024-03-15 - SUN FUN SAND LLC - Real Estate Rental - Y - 4040 Galt Ocean Drive Unit 604 Fort Lauderdale, FL 33308 - 2023-08-11 - 10hrs/mth - 0hrs/mth during trading 9) 2025-03-04 - UNIVERSAL FINANCIAL CONSULTANTS (UFC) - Non-Variable Insurance - Y - at reported business location(s) - 2025-02-25 - 10hrs/mth - 10hrs/mth during trading 10) 2025-08-14 - NONE - Other - Real Estate License - Y - at reported business location(s) - 2025-07-30 - 3hrs/mth - 3hrs/mth during trading 11) 2026-05-11 - WEICHERT HALLMARK PROPERTIES - Mortgage/Real Estate Services - Y - FORT LAUDERDALE FL - 2026-05-01 - 1hrs/mth - 0hrs/mth during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-09-22

Designations

Other Names

• Sandra Johanna Heide
• Sandra Johanna Heide