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Cave Creek, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2015-12-10 |
| PA | RA | APPROVED | 2015-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Cave Creek | AZ | 09/2013 | Present |
| Atlas Wealth Management Llc | Cave Creek | AZ | 10/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1979-07-30 |
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