Michelle M. Atlas-quinn
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Michelle Marie Atlas-quinn, who also goes by Michelle Marie Atlas, Michelle Marie Herrin, Michelle Marie Moulton, Michelle Marie Postlewait, was a registered financial professional .
Michelle is a previously registered financial professional and started their career in finance in 2002. Michelle had worked at 8 firms and has passed the Series 65, Series 66, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 6, 2012 - December 4, 2013
PORTFOLIO DESIGN ADVISORS, INC.
June 27, 2011 - June 29, 2018
GENEOS WEALTH MANAGEMENT, INC.
June 27, 2011 - June 29, 2018
GENEOS WEALTH MANAGEMENT, INC.
May 11, 2010 - June 24, 2011
CAPWEST SECURITIES, INC.
October 28, 2008 - June 24, 2011
CAPWEST SECURITIES, INC.
September 10, 2008 - October 22, 2008
AFA FINANCIAL GROUP, LLC
January 8, 2007 - April 2, 2008
ALPS DISTRIBUTORS, INC.
August 17, 2004 - October 27, 2006
TRANSAMERICA CAPITAL, LLC
February 2, 2004 - August 16, 2004
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
July 4, 2003 - January 20, 2004
WELLS FARGO INVESTMENTS, LLC
June 23, 2003 - January 20, 2004
WELLS FARGO INVESTMENTS, LLC
May 31, 2002 - June 10, 2003
TRANSAMERICA CAPITAL, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PORTFOLIO DESIGN ADVISORS, INC.
CRD#: 137789 / SEC#: 801-64971
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 157 |
| AUM (Assets Under Management) | $ 38,926,073 |
Red Flags
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