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Current Employers
Bestgate Wealth Advisors, Llc

5100 Buckeystown Pike Ste 290, Frederick, MD 21704 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2019-06-17
  • MD RA
    APPROVED
    Since 2019-06-17

Branch Locations

5100 Buckeystown Pike Ste 290, Frederick, MD 21704 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hertzbach & Company, Pa Owings Mills MD 09/2012 12/2018
Bestgate Wealth Advisors, Llc Frederick MD 04/2019 Present
Park Avenue Securities, Llc Bethesda MD 03/2019 04/2019
Bestgate Tax & Accounting Advisors, Llc Frederick MD 12/2018 Present
Previous Registrations
Other Businesses

BESTGATE TAX & ACCOUNTING ADVISORS, LLC ADDRESS: 321 BALLENGER CENTER DRIVE, STE 202, FREDERICK, MD 21703 START DATE: 12/01/2018 DUTIES/TITLE: PRINCIPAL - PUBLIC ACCOUNTING #HRS/MO DURING TRADING HOURS: 2 INVESTMENT RELATED: NO Gregory Stephen Will is owner of GSW Management, LLC. This entity is used for the work Mr. Will conducts under Bestgate Tax & Accounting Advisors, LLC and Bestgate Wealth Advisors, LLC. This entity does not provide any services to clients. He spends approximately 1 hour a month on this outside business activity. INVESTMENT RELATED: NO

Designations

View on SEC IAPD

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