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Liberty Atlantic Advisors CRD 327738
$186M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Via Senese, 34, Florence 50124 • Italy
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-22 |
| TX | RA | APPROVED | 2023-11-15 |
Branch Locations
Via Senese, 34, Florence 50124 • Italy
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amalthea Capital | Littleton | CO | 04/2015 | 10/2016 |
| Scott Sparks | Denver | CO | 10/2016 | 03/2018 |
| Northwestern Mutual Investment Services Llc | Denver | CO | 10/2016 | 03/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2016 | 03/2018 |
| Beacon Global Advisor Network, Llc | Atlanta | GA | 09/2020 | 03/2024 |
| Johnston & Associates | Glendale | CO | 08/2018 | 12/2019 |
| Global Citizen Wealth Management | Glendale | CO | 01/2020 | 09/2020 |
| Unemployed | Denver | CO | 04/2018 | 09/2018 |
| Liberty Atlantic Advisors Llc | Princeton | TX | 11/2023 | Present |
SCOTT EVANS investment-related private residence in Princeton, TX insurance product sales Licensed Insurance Agent Since January 2021 approximately 32 hours per month all hours during trading sell insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-17 |
| S65 | Uniform Investment Adviser Law Examination | 2007-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-12 |
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