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Advisor at ATCAP PARTNERS, LLC
Woodcliff Lake, NJ
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 |
|---|---|---|---|---|---|---|
| ATCAP PARTNERS, LLC | Independent wealth | Jul 22, 2022 | n/a | yes | Woodcliff Lake, NJ | Current employment |
| B. RILEY WEALTH ADVISORS, INC. | Bd affiliated wealth | Mar 3, 2017 | Jul 22, 2022 | no | NEW YORK, NY|WOODCLIFF LAKE, NJ|WOODCLIFF LAKE, NJ | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 18, 2013 | Feb 10, 2017 | no | Paramus, NJ | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Apr 16, 2008 | Jun 18, 2013 | no | FAIR LAWN, NJ|ALLENDALE, NJ|SHORT HILLS, NJ|TOTOWA, NJ|SUMMIT, NJ|PATERSON, NJ|CLIFTON, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| B. RILEY WEALTH ADVISORS, INC. | ATCAP PARTNERS, LLC | Jul 22, 2022 | Jul 22, 2022 | 0 | Firm change | Ibd to RIA |
| MORGAN STANLEY | B. RILEY WEALTH ADVISORS, INC. | Feb 10, 2017 | Mar 3, 2017 | 21 | Firm change | Other |
| WELLS FARGO ADVISORS | MORGAN STANLEY | Jun 18, 2013 | Jun 18, 2013 | 0 | Firm change | Wirehouse to wirehouse |