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Advisor at ATLAS PRIVATE WEALTH ADVISORS
RED BANK, NJ | San Diego, CA
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 | May 4, 2026 | n/a | yes | RED BANK, NJ|San Diego, CA | Current employment |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Jun 3, 2021 | Apr 21, 2026 | no | WOODLAND HILLS, CA | Previous registration |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Nov 2, 2020 | Jun 9, 2021 | no | DALLAS, TX|Woodland Hills, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | ATLAS PRIVATE WEALTH ADVISORS | Apr 21, 2026 | May 4, 2026 | 13 | Firm change | Ibd to RIA |
| AVANTAX ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | Jun 9, 2021 | Jun 3, 2021 | -6 | Firm change | Ibd to ibd |