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BD

Bradley J. Dickman

ATLAS TECHNOLOGY GROUP LLC
MENLO PARK, CA 94025
Some features on this profile are disabled
CRD#: 2947501
BD

Professional summary


Bradley Joseph Dickman, who also goes by Brad Dickman, is a registered financial professional currently at ATLAS TECHNOLOGY GROUP LLC located in Menlo Park, California.

Bradley is registered as a RR (Registered Representative) and started their career in finance in 1997. Bradley has worked at 4 firms and has passed the Series 63, Series 99TO, SIE, Series 79 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brad Dickman

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 Bradley Joseph Dickman'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

December 6, 2011 - 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

April 5, 2007 - February 6, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

June 29, 1999 - September 13, 2005

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

November 28, 1997 - June 1, 1999

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

October 6, 1997 - September 1, 1998

SALOMON BROTHERS INC.

BD
CRD#: 740
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
(4/9/2012)

Exams


State Security Law Exam
RR
Series 63
Date: 4/6/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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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