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Inactive

Dragos Georgescu

Atlas Grove Capital LLC

Dublin, CA

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Current Employers
Atlas Grove Capital Llc

11501 Dublin Blvd. Suite 200, Dublin, CA 94568 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-10
  • CA RA
    APPROVED
    Since 2026-04-10

Branch Locations

11501 Dublin Blvd. Suite 200, Dublin, CA 94568 • 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
Insight Capital Research & Management, Inc. Walnut Creek CA 02/2011 12/2017
Insight Wealth Strategies (Lincoln Financial Advisors Corp.) San Ramon CA 12/2017 04/2018
Insight Wealth Strategies, Llc San Ramon CA 04/2018 10/2019
Alta Via Capital Pleasanton CA 10/2019 04/2026
Atlas Grove Capital Llc Dublin CA 04/2026 Present
  • 02/2011 → 12/2017
    Insight Capital Research & Management, Inc.
    Walnut Creek, CA
  • 12/2017 → 04/2018
    Insight Wealth Strategies (Lincoln Financial Advisors Corp.)
    San Ramon, CA
  • 04/2018 → 10/2019
    Insight Wealth Strategies, Llc
    San Ramon, CA
  • 10/2019 → 04/2026
    Alta Via Capital
    Pleasanton, CA
  • 04/2026 → Present
    Atlas Grove Capital Llc
    Dublin, CA
Previous Registrations
  • 2019-10-28 → 2026-04-16
    Alta Via Capital
    Pleasanton, CA
    Pleasanton, CA
  • 2018-04-27 → 2019-10-11
    Insight Wealth Strategies, Llc
    San Ramon, CA
  • 2017-12-15 → 2018-05-09
    Osaic Fa, Inc.
    San Ramon, CA
    San Ramon, CA
  • 2011-05-23 → 2017-12-31
    Insight Capital Research & Management Inc
    Moraga, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-05-21
S63 Uniform Securities Agent State Law Examination 2006-05-09
  • S65 Uniform Investment Adviser Law Examination
    2011-05-21
  • S63 Uniform Securities Agent State Law Examination
    2006-05-09

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · DUBLIN, CA
HARMONEY CAPITAL LLC · DUBLIN, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DUBLIN, CA
J.P. MORGAN SECURITIES LLC · DUBLIN, CA
FINCOP FINANCIAL PLANNING · DUBLIN, CA
J.P. MORGAN SECURITIES LLC · Pleasanton, CA
ACUMAIN CAPITAL, LLC · PLEASANTON, CA
WEALTHPAVER · PLEASANTON, CA

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