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Advisor at ATLANTIS WEALTH ADVISORS LLC
Dunedin, FL | MAUMEE, OH | Clearwater, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ATLANTIS WEALTH ADVISORS LLC | Independent wealth | Feb 28, 2019 | n/a | yes | Dunedin, FL|MAUMEE, OH|Clearwater, FL | Current employment |
| NEXT FINANCIAL GROUP, INC. | Former SEC adviser | Dec 4, 2006 | Dec 18, 2018 | no | HOUSTON, TX|SAFETY HARBOR, FL | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Feb 18, 1997 | Dec 8, 2006 | no | PALM HARBOR, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEXT FINANCIAL GROUP, INC. | ATLANTIS WEALTH ADVISORS LLC | Dec 18, 2018 | Feb 28, 2019 | 72 | Firm change | RIA to RIA |
| AMERIPRISE FINANCIAL SERVICES, LLC | NEXT FINANCIAL GROUP, INC. | Dec 8, 2006 | Dec 4, 2006 | -4 | Firm change | Other |