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Brooks A. Wagner

ATLAS TECHNOLOGY GROUP LLC
Plano, TX 75024
Some features on this profile are disabled
CRD#: 7605166
BW

Professional summary

Brooks Antonio Wagner, who also goes by Brooks Wagner, is a registered financial professional currently at ATLAS TECHNOLOGY GROUP LLC located in Plano, Texas.

Brooks is registered as a RR (Registered Representative) and started their career in finance in 2022. Brooks has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Brooks Wagner

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 Brooks Antonio Wagner'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

June 6, 2025 - Present

ATLAS TECHNOLOGY GROUP LLC

Office #1: 7250 Dallas Pkwy Suite 400, Plano, TX 75024
BD
CRD#: 152828
Plano, TX
Past

September 30, 2022 - September 29, 2023

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA
CRD#: 106693
Irving, TX
Past

August 31, 2022 - September 29, 2023

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
Irving, TX

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
(6/6/2025)
RR
Texas
(6/12/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/16/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/31/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/20/2022
Securities Industry Essentials Examination
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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#: 152828Plano, TX 75024

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