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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-26 |
Branch Locations
315 South Plant Ave, Tampa, FL 33606 • United States
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 |
|---|---|---|---|---|
| Venerable Law | Tampa | FL | 03/2018 | Present |
| Squire Patton Boggs | Tampa | FL | 01/2011 | 03/2018 |
| Atlas Private Wealth Advisors | Tampa | FL | 12/2025 | Present |
| Beacon Hill Corporate Services | Tampa | FL | 03/2025 | Present |
| Fortress Asset Protection | Tampa | FL | 06/2020 | Present |
1) Beacon Hill Corporate Services; Non-investment-related; 315 South Plant Avenue, Tampa, FL 33606; Registered Agent and Corporate Support Services; Owner; 03/2025; 40 hours/month; 40 hours/month during trading hours; Maintain corporate records, coordinate annual filings, and oversee business administration and client account management 2)Fortress Asset Protection; Non-investment-related; 315 South Plant Avenue, Tampa, FL 33606; Asset-protection planning services; Owner; 06/2020; 80 hours/month; 80 hours/month during trading hours; Oversee services and client onboarding, manage operations, and maintain client records and internal processes 3) Venerable Law; Non-investment-related; 315 South Plant Avenue, Tampa, FL, 33606; Law Firm; Owner; Start 03/2018; 160 hours/month; 160 hours/month during trading hours; Manage operations, provide legal services, and oversee staff
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-20 |
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