DG
Dennis W. Grinestaff
ATLAS PRIVATE WEALTH ADVISORS
SALISBURY, MD 21801
Some features on this profile are disabled
CRD#: 3126040
DG
Professional summary
Dennis Wayne Grinestaff JR, who also goes by Dennis Wayne Grinestaff, is a registered financial advisor currently at ATLAS PRIVATE WEALTH ADVISORS located in Salisbury, Maryland and LPL FINANCIAL LLC located in Berlin, Maryland.
Dennis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Dennis has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dennis Wayne Grinestaff
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.
1. 2/22/2011: NON-VARIABLE INSURANCE DBA - SHARIDEN CONSULTING AND WEALTH MANAGEMENT - CO-PRESIDENT - TIME SPENT 100% - SALISBURY, MD. 2. 4/12/2011: NON-VARIABLE INSURANCE - KELLY AND ASSOCIATES INSURANCE GROUP, LLC - KELLY AND ASSOCIATES - NO TITLE, DUTIES OR AUTHORITY FOR THE BUSINESS. APPOINTED TO SUBMIT HEALTH INSURANCE APPLICATIONS THROUGH KELLY AND ASSOCIATES, NO LONGER JUST RESIDUAL COMMISSION CHECKS, BUT SOME NEW BUSINESS. - TIME SPENT 2% - SALISBURY, MD 3. 08/10/2015 - CRUMP INSURANCE SERVICES - INV REL - 2300 CRABURY RD, BALTIMORE, MD 21209 - NON-VARIABLE INSURANCE - START 02/01/2011 - 8 HOURS PER MONTH, 0 DURING TRADING - I USE CRUMP INSURANCE SERVICES TO FACILITATE THE PURCHASE OF NON-VARIABLE LIFE INSURANCE. MY ROLE IS AGENT. 4) 05/16/2025 - Atlas Private Wealth Advisors - Inv. Related - DBA for LPL Business (entity for LPL business) - At reported business locations - Start Date:05/07/2025 - 160 Hours Per Month/ 160 Hours During Securities Trading. 5) 05/27/2025 - Pinnacle - Investment Related - Non-Variable Insurance - At reported business locations - Start Date:05/13/2025 - 5 Hours Per Month/ 5 Hours During Securities Trading. 6. 08/14/2025 - Atlas Private Wealth Advisors - Registered Investment Advisor Hybrid - At reported business locations - Inv Rel - Startdate: 05/05/2025 - 160hrs/mnth during trading. I provide investment advisory services through Atlas Private Wealth Advisors, an independent investment advisor firm. I started this business activity in 5/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Dennis Wayne Grinestaff JR'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®
NoneExperience
Current
May 20, 2025 - Present
ATLAS PRIVATE WEALTH ADVISORS
Office #1: 114 Baptist St., Salisbury, MD 21801RIA
CRD#: 283744
SALISBURY, MD
Current
January 22, 2009 - Present
LPL FINANCIAL LLC
Office #2: 114 Baptist St., Salisbury, MD 21801RIA
BD
CRD#: 6413
Berlin, MD
Past
January 30, 2009 - September 8, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
BALTIMORE, MD
Past
January 5, 2007 - December 19, 2008
UVEST FINANCIAL SERVICES GROUP, INC.
RIA
CRD#: 13787
BALTIMORE, MD
Past
March 7, 2005 - December 19, 2008
UVEST FINANCIAL SERVICES GROUP, INC.
BD
CRD#: 13787
BALTIMORE, MD
Past
March 4, 2002 - March 1, 2005
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
Past
October 1, 1999 - May 17, 2001
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
May 18, 1999 - October 1, 1999
FIRST UNION CAPITAL MARKETS CORP.
BD
CRD#: 6124
CHARLOTTE, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AP
ATLAS PRIVATE WEALTH ADVISORS
ATLAS PRIVATE WEALTH ADVISORS | THE CAPITAL LEGACY, LLC | SHAH WEALTH MANAGEMENT | PAUL CARPENTER CAPITAL ADVISORS | CHAMPION FINANCIAL TEAM | CAPLAN CAPITAL MANAGEMENT | CAPITAL LEGACY | ATLAS PRIVATE WEALTH ALLIANCE | ATLAS PRIVATE WEALTH ADVISORS, LLC
CRD#: 283744 / SEC#: 801-107919
RIA
Registered Investment Advisory firm - (6/13/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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(11/17/2023)
RR
Colorado(9/21/2017)
RR
Delaware(2/24/2009)
RR
Florida(8/29/2012)
RR
Georgia(1/21/2021)
RR
Kansas(8/30/2022)
RR
Maryland(1/22/2009)
IAR
Maryland(5/20/2025)
RR
Minnesota(9/25/2025)
RR
North Carolina(8/28/2012)
RR
Pennsylvania(11/25/2009)
RR
South Carolina(12/18/2020)
RR
Virginia(7/8/2010)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AP
ATLAS PRIVATE WEALTH ADVISORS
ATLAS PRIVATE WEALTH ADVISORS | THE CAPITAL LEGACY, LLC | SHAH WEALTH MANAGEMENT | PAUL CARPENTER CAPITAL ADVISORS | CHAMPION FINANCIAL TEAM | CAPLAN CAPITAL MANAGEMENT | CAPITAL LEGACY | ATLAS PRIVATE WEALTH ALLIANCE | ATLAS PRIVATE WEALTH ADVISORS, LLC
CRD#: 283744 / SEC#: 801-107919
RIA
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Contact information
Main Address
331 Newman Springs Rd. Suite 320, Building 3 2nd Floor, Red Bank, NJ, 07701
Mailing Address
Phone number
(888) 996-2666
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,524 |
| AUM (Assets Under Management) | $ 688,121,996 |
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.
