Brian Lewis Yates
President And Chief Compliance OfficerPittsburgh Financial Planners, Inc.CRD 2386154
About Brian Lewis Yates
Brian Lewis Yates is listed as President And Chief Compliance Officer at Pittsburgh Financial Planners, Inc. in Bridgeville, PA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Pittsburgh Financial Planners, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Brian Lewis Yates work?
Brian Lewis Yates is listed as President And Chief Compliance Officer at Pittsburgh Financial Planners, Inc. on SEC Form ADV.
How much of Pittsburgh Financial Planners, Inc. does Brian Lewis Yates own?
Form ADV reports a beneficial ownership band of 50-75%.
Pittsburgh Financial Planners, Inc.
| Title | President And Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2016 |