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Advisor at ATLAS INVESTMENT ADVISORS
ALPHARETTA, GA
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 INVESTMENT ADVISORS | Independent wealth | Jun 2, 2023 | n/a | yes | ALPHARETTA, GA | Current employment |
| ADVISORY SERVICES NETWORK | Independent wealth | Dec 8, 2020 | Jun 30, 2023 | no | Cumming, GA|ATLANTA, GA|Alpharetta, GA|St. Simons Island, GA | Previous registration |
| RESOURCE PLANNING GROUP, LTD. | Former SEC adviser | Jan 29, 2015 | Nov 30, 2020 | no | ATLANTA, GA | Previous registration |
| RODGERS & ASSOCIATES | Independent wealth | Mar 29, 2011 | Nov 24, 2014 | no | LANCASTER, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVISORY SERVICES NETWORK | ATLAS INVESTMENT ADVISORS | Jun 30, 2023 | Jun 2, 2023 | -28 | Firm change | RIA to RIA |
| RESOURCE PLANNING GROUP, LTD. | ADVISORY SERVICES NETWORK | Nov 30, 2020 | Dec 8, 2020 | 8 | Firm change | RIA to RIA |
| RODGERS & ASSOCIATES | RESOURCE PLANNING GROUP, LTD. | Nov 24, 2014 | Jan 29, 2015 | 66 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 146051:324861:GA:2023-06-30 | Jun 30, 2023 | Jun 2, 2023 | ST SIMONS ISLAND, GA | Firm change |