Christopher Daniel Thomas

Employer firm

Atlantic Private Wealth, LLC CRD 311517

$894M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → 08/2017
  Securian Financial Services, Inc.
  St. Paul, MN
• 08/2017 → 03/2018
  Securian Financial Services, Inc.
  St. Paul, MN
• 02/2017 → 08/2017
  North Star Resource Group
  Durham, NC
• 08/2017 → 03/2018
  North Star Resource Group
  Durham, NC
• 08/2017 → 03/2018
  Minnesota Life Insurance Co.
  St. Paul, MN
• 04/2016 → 03/2018
  Ymca
  Cary, NC
• 08/2013 → 05/2017
  William Peace University
  Raleigh, NC
• 03/2018 → 03/2019
  Cetera Advisor Networks
  El Segundo, CA
• 03/2019 → 05/2021
  Goldman Sachs Personal Financial Management
  Newport Beach, CA
• 05/2021 → Present
  Atlantic Private Wealth. Llc
  Chapel Hill, NC

Previous Registrations

• 2019-04-03 → 2021-05-21
  United Capital Financial Advisors
  Chapel Hill, NC
• 2019-01-14 → 2019-03-29
  Cetera Wealth Services, Llc
  Cary, NC
• 2017-10-05 → 2018-03-01
  Securian Financial Services, Inc.
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2017-09-29