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Advisor at ATLAS FIDUCIARY SERVICES, INC.
PORTSMOUTH, NH | CONCORD, NH
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 FIDUCIARY SERVICES, INC. | Other adviser | Jul 11, 2025 | n/a | yes | PORTSMOUTH, NH|CONCORD, NH | Current employment |
| FIRST TRUST ADVISORS LP | Asset manager | Aug 1, 2016 | Mar 28, 2024 | no | WHEATON, IL|WHEATON, IL|WHEATON, IL|PORTSMOUTH, NH|RYE, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | ATLAS FIDUCIARY SERVICES, INC. | Mar 28, 2024 | Jul 11, 2025 | 470 | Firm change after gap | Other |