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331 Newman Springs Rd. Suite 320, Building 3, 2Nd Floor, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2016-09-09 |
Branch Locations
331 Newman Springs Rd. Suite 320, Building 3, 2Nd Floor, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Matawan | NJ | 12/2013 | Present |
| Atlas Private Wealth Advisors | Matawan | NJ | 08/2016 | Present |
(1) 12/13/2013: ATLAS PRIVATE WEALTH ADVISORS - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) - 100% Time Spent (2) 12/13/2013: PINNACLE - NON-VARIABLE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION(S) - 20% TIME SPENT - term, whole life, universal life, LTC, disability (3) 07/05/2016: No Business Name - Real Estate Rental - INV REL - Start 09/01/02016 - 557 Beers Street Hazlet, NJ 07730 - 2 Hr/Mo; 0 Hours During Securities Trading (4) 08/31/2016: Atlas Private Wealth Advisors - Registered Investment Advisor Hybrid - DBA: (Hybrid) Atlas Private Wealth Advisors - Investment Related - 14 Cliffwood Ave Matawan, NJ 07747 - Start 08/29/2016 - 35 Hr/Mo; 35 Hour(s) During Securities Trading - I provide investment advisory services through Atlas Private Wealth Advisor,LLC, an independent investment advisor firm. I started this business activity on 8/30/16. I expect to spend approximately 35 hours/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 services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (5) 11/18/2025 - The Money Honey LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 10/17/2025 - 20 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-16 |
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