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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2025-10-08 |
Branch Locations
331 Newman Springs Rd. Suite 320, Building 3, 2Nd Floor, Red Bank, NJ 07701 • United States
114 Baptist St., Salisbury, MD 21801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Baltimore | MD | 10/2009 | Present |
| Atlas Private Wealth Advisors | Red Bank | NJ | 05/2025 | Present |
| Atlas Private Wealth Advisors | Red Bank | NJ | 10/2025 | Present |
1. 9/14/2015: Crump Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance-commission trails only - Started 09/10/2015 - 0 Hours Per Month 2. 05/16/2025 - Atlas Private Wealth Advisors - Investment Related - At reported business locations - DBA for LPL Business (entity for LPL business) - Start Date:05/07/2025 - 12 Hrs/Mth - 12 Hrs During Trading. 3. 10/10/2025 - Atlas Private Wealth Advisors - Investment Related- Registered Investment Advisor Hybrid - At reported business locations - Start Date:05/09/2025 - 12 Hrs/Mth - 12 Hrs During Trading.I provide investment advisory services through Atlas Private Wealth Advisors, an independent investment advisor firm. I started this business activity in 5/2025. I expect to spend approximately 12 hours per 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. 4. 11/10/2025 - Be More Healthy, Wealthy and Wise, LLC - Other - Business Owner - 100 HarborView Dr., Unit 903, Baltimore, MD 21230 - Not Investment Related - Start Date 02/29/2016 - 20 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-04-21 |
| S65 | Uniform Investment Adviser Law Examination | 1999-04-14 |
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