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AL

Alan Churchill R. Lewis

ATLAS TECHNOLOGY GROUP LLC
MENLO PARK, CA 94025
Some features on this profile are disabled
CRD#: 1161882
AL

Professional summary


Alan Churchill Ripley Lewis, who also goes by Alan Churchill Ripley Lewis, Alanchurchill Ripley Lewis, Church Lewis, is a registered financial professional currently at ATLAS TECHNOLOGY GROUP LLC located in Menlo Park, California.

Alan Churchill is registered as a RR (Registered Representative) and started their career in finance in 1994. Alan Churchill has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alan Churchill Ripley Lewis | Alanchurchill Ripley Lewis | Church Lewis

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Alan Churchill Ripley Lewis's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

May 17, 2017 - Present

ATLAS TECHNOLOGY GROUP LLC

Office #1: 1300 El Camino Real Suite 100, #47, Menlo Park, CA 94025
BD
CRD#: 152828
MENLO PARK, CA
Past

September 11, 2012 - December 2, 2016

SOURCE CAPITAL GROUP, INC.

BD
CRD#: 36719
NEW YORK, NY
Past

October 29, 2002 - August 10, 2012

NEEDHAM & COMPANY, LLC

BD
CRD#: 16360
BOSTON, MA
Past

July 22, 1998 - April 26, 2001

BEESON GREGORY INTERNATIONAL, LLC

BD
CRD#: 44886
BOSTON, MA
Past

November 25, 1994 - June 2, 1997

NEEDHAM & COMPANY, LLC

BD
CRD#: 16360
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(5/17/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 5/14/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AT
ATLAS TECHNOLOGY GROUP LLC
ATLAS TECHNOLOGY GROUP LLC

CRD#: 152828 / SEC#: , 8-68480

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
1300 El Camino Real Suite 100, #47, Menlo Park, CA 94025
Mailing Address
1300 El Camino Real Suite 100, #47, Menlo Park, CA 94025
Phone number
(415) 795-8800
Established
California since 11/24/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
TROUSSET, TONY MICHAELMANAGING MEMBER / CEO/ CCO2460709
RUSSELL, SARAH DETLINGPFO6727189

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ATLAS TECHNOLOGY GROUP LLC

CRD#: 152828Menlo Park, CA 94025

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