Greg L. Mischou

ATLAS TECHNOLOGY GROUP LLC

MENLO PARK, CA 94025

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CRD#: 2477009

Professional summary

Greg Lee Mischou, who also goes by Greg L Mischou, is a registered financial professional currently at ATLAS TECHNOLOGY GROUP LLC located in Menlo Park, California.

Greg is registered as a RR (Registered Representative) and started their career in finance in 1994. Greg has worked at 8 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Greg L Mischou

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Greg Lee Mischou's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 23, 2019 - Present

ATLAS TECHNOLOGY GROUP LLC

Office #1: 1300 El Camino Real Suite 100, #47, Menlo Park, CA 94025

CRD#: 152828

MENLO PARK, CA

Past

October 28, 2010 - January 7, 2019

WOODSIDE CAPITAL SECURITIES LLC

CRD#: 152603

PALO ALTO, CA

Past

December 20, 2007 - October 29, 2010

WAVEEDGE PARTNERS LLC

CRD#: 126182

PALO ALTO, CA

Past

June 29, 1998 - January 8, 2001

UBS SECURITIES LLC

CRD#: 7654

NEW YORK, NY

Past

November 18, 1997 - June 29, 1998

SBC WARBURG DILLON READ INC.

CRD#: 1650

STAMFORD, CT

Past

September 1, 1997 - September 23, 1997

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

April 21, 1995 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

CRD#: 20

Past

June 28, 1994 - December 1, 1994

MONTGOMERY SECURITIES

CRD#: 4357

SAN FRANCISCO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(1/23/2019)

Exams

State Security Law Exam

Series 63

Date: 12/10/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/20/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/24/2009

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ATLAS TECHNOLOGY GROUP LLC

CRD#: 152828 / SEC#: , 8-68480

Broker-Dealer Firm Regulated by FINRA (San Francisco district office)

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Contact information

Main Address

1300 El Camino Real Suite 100, #47, Menlo Park, CA 94025

Mailing Address

1300 El Camino Real Suite 100, #47, Menlo Park, CA 94025

Phone number

(415) 795-8800

Established

California since 11/24/2009

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (2 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
TROUSSET, TONY MICHAEL	MANAGING MEMBER / CEO/ CCO	2460709
RUSSELL, SARAH DETLING	PFO	6727189

Red Flags

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Greg L. Mischou

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Greg Lee Mischou's CRS (Customer Relationship Summary).

Certified licenses

Experience

WOODSIDE CAPITAL SECURITIES LLC

WAVEEDGE PARTNERS LLC

UBS SECURITIES LLC

SBC WARBURG DILLON READ INC.

DB ALEX. BROWN LLC

ALEX. BROWN & SONS INCORPORATED

MONTGOMERY SECURITIES

State Registrations and Notice Filings

Exams

Series 63

Date: 12/10/2007

Series 79TO

Date: 1/2/2023

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 11/20/2007

Series 24

Date: 11/24/2009

FINRA

Current Firm

ATLAS TECHNOLOGY GROUP LLC

Contact information

FINRA licenses (2 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

ATLAS TECHNOLOGY GROUP LLC

TRUST BUT VERIFY

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