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Christopher Daniel Thomas

Atlantic Private Wealth, LLC

Chapel Hill, NC

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Current Employers
Atlantic Private Wealth, Llc

308 West Rosemary Street Suite 301, Chapel Hill, NC 27516 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-05-21
  • NC RA
    APPROVED
    Since 2021-05-21

Branch Locations

308 West Rosemary Street Suite 301, Chapel Hill, NC 27516 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securian Financial Services, Inc. St. Paul MN 01/2017 08/2017
Securian Financial Services, Inc. St. Paul MN 08/2017 03/2018
North Star Resource Group Durham NC 02/2017 08/2017
North Star Resource Group Durham NC 08/2017 03/2018
Minnesota Life Insurance Co. St. Paul MN 08/2017 03/2018
Ymca Cary NC 04/2016 03/2018
William Peace University Raleigh NC 08/2013 05/2017
Cetera Advisor Networks El Segundo CA 03/2018 03/2019
Goldman Sachs Personal Financial Management Newport Beach CA 03/2019 05/2021
Atlantic Private Wealth. Llc Chapel Hill NC 05/2021 Present
  • 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
    Chapel Hill, NC
Previous Registrations
  • 2019-04-03 → 2021-05-21
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-29
  • S66 Uniform Combined State Law Examination
    2017-09-29

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