Karlis A. Felzenberg
Professional summary
Karlis Alberts Felzenberg is a registered financial professional currently at ATLAS TECHNOLOGY GROUP LLC located in Menlo Park, California.
Karlis is registered as a RR (Registered Representative) and started their career in finance in 1998. Karlis has worked at 4 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Karlis Alberts Felzenberg's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 25, 2011 - Present
ATLAS TECHNOLOGY GROUP LLC
Office #1: 1300 El Camino Real Suite 100, #47, Menlo Park, CA 94025September 25, 2008 - September 7, 2011
TERRANOVA CAPITAL EQUITIES, INC
July 30, 2007 - May 7, 2008
THINKEQUITY LLC
January 3, 2003 - March 2, 2006
NEEDHAM & COMPANY, LLC
January 1, 1998 - April 29, 1999
NEEDHAM & COMPANY, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/26/2011)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
ATLAS TECHNOLOGY GROUP LLC
CRD#: 152828 / SEC#: , 8-68480
Contact information
FINRA licenses (2 States and Territories)
Documents
Red Flags
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Company Information
ATLAS TECHNOLOGY GROUP LLC
CRD#: 152828Menlo Park, CA 94025TRUST BUT VERIFY
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