Individual Firm
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JEREMY LEE PARDUE
JEREMY PARDUE
CRD#: 6133445
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ATLAS WEALTH MANAGEMENTCRD#: 331239 SOUTH EUCLID, OH
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8/10/2021
Judgment / Lien
5/21/2021
Judgment / Lien
12/4/2019
Judgment / Lien
State Registrations
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Ohio 6/4/2024
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| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 05/30/2021 - 03/13/2024 | LYONS, OH | |
B | 05/24/2021 - 03/13/2024 | LYONS, OH | |
IA | 09/16/2020 - 05/28/2021 | Lyons, OH | |
B | 01/05/2021 - 05/28/2021 | Maumee, OH | |
IA | 02/29/2016 - 01/18/2018 | DUBLIN, OH | |
B | 02/29/2016 - 01/18/2018 | DUBLIN, OH | |
IA | 02/07/2013 - 03/01/2016 | NASHVILLE, TN | |
B | 12/20/2012 - 03/01/2016 | NASHVILLE, TN |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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