BRIAN LEWIS YATES is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with ASSET ONE WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ASSET ONE WEALTH MANAGEMENT, LLC | 2026-04-03 | present | Yes |
| PITTSBURGH FINANCIAL PLANNERS, INC. | 2016-05-27 | 2026-03-17 | — |
| MUHLENKAMP & CO INC | 2009-11-16 | 2016-05-26 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2004-08-02 | 2005-02-10 | — |