Best Investors
Account
Sign in
Best Investors
Account
Sign in
1001 Liberty Avenue Suite 500, Pittsburgh, PA 15222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-07-29 |
Branch Locations
1001 Liberty Avenue Suite 500, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 06/2015 | 06/2024 |
| Atmos Advisory Llc (F/K/A Gpwm Llc) | Pittsburgh | PA | 07/2015 | Present |
| The Leaders Group Inc | Littleton | CO | 06/2024 | 12/2025 |
| Gateway Financial Group | Pittsburgh | PA | 07/2015 | 06/2024 |
1.) PROPERTY OWNER/LANDLORD - 1/1/2020 - 3944 Liberty Avenue - Landlord, Personally held rental property, Not Invt Rel, Real estate, 10 hrs/mo; 10 hrs/mo (during trading hours). 2.) PA NOTARY - 7/5/2015 - 1001 Liberty Avenue, Suite 500, Pittsburgh, PA 15222 - Notary, Notarize documents as needed, Not Invt Rel, Notary, 2 hrs/mo; 2 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-14 |
Reach out to this advisor