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1001 Liberty Avenue Suite 500, Pittsburgh, PA 15222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2014-04-29 |
| PA | RA | APPROVED | 2012-01-31 |
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 |
|---|---|---|---|---|
| Atmos Advisory Llc (F/K/A Gpwm Llc) | Pittsburgh | PA | 01/2012 | Present |
| Gateway Financial Group | Pittsburgh | PA | 01/2012 | 06/2024 |
| M Holdings Securities, Inc. | Pittsburgh | PA | 01/2012 | 06/2024 |
| The Leaders Group. Inc | Littleton | CO | 06/2024 | 12/2025 |
| Ubs/The Lrm Group | Pittsburgh | PA | 05/2024 | Present |
Underwriter's Brokerage Services and The LRM Group - 5/1/2024 - Two Gateway Center | 603 Stanwix Street, Suite 1655 | Pittsburgh, PA 15222 - Producer identify potetial insurance clients, not investment-related, Insurance business, 1 hr per month (during trading hours)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-20 |
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