Brady Tomer Welles
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Atlas Private Wealth AdvisorsApr 2026 to now
- LPL FinancialApr 2026 to now
- Cetera Financial Specialists LLCJun 2021 to Apr 2026
- Cetera Investment Advisers LLCJun 2021 to Apr 2026
- Avantax Advisory ServicesJun 2020 to Jun 2021
- Avantax Investment Services, IncJun 2020 to Jun 2021
- Canyon Oak FinancialJun 2019 to Apr 2026
- Jennifer DespainMay 2019 to Sep 2019
- TargetAug 2018 to Oct 2019
- Jennifer DespainMay 2018 to Sep 2018
- Sportsman's Warehouse Southwest Inc.Sep 2017 to Nov 2017
- Invotech Systems, Inc.Jun 2017 to Sep 2017
- Sonoma State UniversutyAug 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Atlas Private Wealth Advisors
Legal name: Atlas Private Wealth Advisors, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7133943
- 283744