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RIA / WealthAdvisor12 years in industry

Alex Gregory Goldstein

Advisor at ATLAS

FRISCO, TX | West Palm Beach, FL

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Search this name across graphsid dfx:ria:9244c189-ae6d-dcc4-948b-67eb3a45663d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Feb 25, 2020 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ATLAS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Feb 24, 2020
First registration: Feb 25, 2020
Dual registered: no
IAPD individual key: 6944442

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Atlas	Independent wealth	Sep 4, 2025	n/a	yes	West Palm Beach, FL\|FRISCO, TX	Current employment
SPREADWISE LLC	Former SEC adviser	Jun 24, 2025	Oct 1, 2025	no	WEST PALM BEACH, FL	Previous registration
CHESAPEAKE ASSET MANAGEMENT LLC	Independent wealth	Jun 5, 2023	Aug 6, 2025	no	Boca Raton, FL\|NEW YORK, NY	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 25, 2020	Jun 6, 2023	no	Boca Raton, FL\|NEW YORK, NY\|NEW YORK, NY\|BOCA RATON, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SPREADWISE LLC	Atlas	Oct 1, 2025	Sep 4, 2025	-27	Firm change	Other
CHESAPEAKE ASSET MANAGEMENT LLC	SPREADWISE LLC	Aug 6, 2025	Jun 24, 2025	-43	Firm change after gap	RIA to new firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CHESAPEAKE ASSET MANAGEMENT LLC	Jun 6, 2023	Jun 5, 2023	-1	Firm change	Wirehouse to RIA

Relationships

Registered with (4)

→ ATLASRegistered adviserregistration: current employment
Sep 4, 2025 to presentfactForm ADV
→ SPREADWISE LLCRegistered adviserregistration: previous registration
Jun 24, 2025 to Oct 1, 2025factForm ADV
→ CHESAPEAKE ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Jun 5, 2023 to Aug 6, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 25, 2020 to Jun 6, 2023factForm ADV

Dated events

Occurred
Oct 1, 2025
Advisor changed firm
Alex Gregory Goldstein left Spreadwise Llc for Atlas (registered 2025-09-04)
Form ADVobserved 3 days ago
Occurred
Aug 6, 2025
Advisor changed firm
Alex Gregory Goldstein left Chesapeake Asset Management Llc for Spreadwise Llc (registered 2025-06-24)
Form ADVobserved 3 days ago
Occurred
Jun 6, 2023
Advisor changed firm
Alex Gregory Goldstein left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Chesapeake Asset Management Llc (registered 2023-06-05)
Form ADVobserved 3 days ago