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Advisor at ATLAS PRIVATE WEALTH ADVISORS
RED BANK, NJ | Salisbury, MD
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 |
|---|---|---|---|---|---|---|
| ATLAS PRIVATE WEALTH ADVISORS | Independent wealth | Oct 8, 2025 | n/a | yes | RED BANK, NJ|Salisbury, MD | Current employment |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Oct 20, 2008 | Sep 28, 2009 | no | FINKSBURG, MD|HAMPSTEAD, MD|WESTMINSTER, MD|WESTMINSTER, MD|WESTMINSTER, MD | Previous registration |
| UVEST FINANCIAL SERVICES GROUP, INC. | n/a | Nov 19, 2004 | Sep 16, 2008 | no | BALTIMORE, MD|BALTIMORE, MD|BALTIMORE, MD | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | May 12, 1999 | Dec 1, 2004 | no | LUTHERVILLE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PNC WEALTH MANAGEMENT | ATLAS PRIVATE WEALTH ADVISORS | Sep 28, 2009 | Oct 8, 2025 | 5,854 | Firm change after gap | Other |
| UVEST FINANCIAL SERVICES GROUP, INC. | PNC WEALTH MANAGEMENT | Sep 16, 2008 | Oct 20, 2008 | 34 | Firm change | Other |
| OSAIC FA, INC. | UVEST FINANCIAL SERVICES GROUP, INC. | Dec 1, 2004 | Nov 19, 2004 | -12 | Firm change | Other |