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Atlas Capital Management Corp CRD 106107
$870M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11130 Coldwater Road Suite 104, Ft Wayne, IN 46845-1270 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-03-06 |
| MN | RA | APPROVED | 2024-03-04 |
| IN | RA | APPROVED | 2015-10-14 |
Branch Locations
11130 Coldwater Road Suite 104, Ft Wayne, IN 46845-1270 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atlas Capital Management Corp | Fort Wayne | IN | 10/2015 | Present |
1. TODD M. CLARK ACCOUNTING. 11130 COLDWATER ROAD, SUITE 104, FORT WAYNE, INDIANA 46845. TAX ADVISOR (1099 MISC INCOME). DUTIES: PROVIDES TAX PREPARATION FOR INDIVIDUALS AND BUSINESSES. START DATE: 10/15/2015. APPROX 200 HRS./MONTH DURING SEASONAL TAX TIME. 2. JMC REAL ESTATE PARTNERS, LLC. 11130 COLDWATER ROAD, SUITE 104, FORT WAYNE, INDIANA 46845. OWNS AND LEASES 1 COMMERCIAL BUILDING. START DATE: 03/14/2006, APPROXIMATE 2 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-13 |
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