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Richard Leslie Wells

Marco Investment Management LLC

Atlanta, GA

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Current Employers
Marco Investment Management Llc

1100 Atlanta Financial Center 3353 Peachtree Road Ne, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2019-11-07
  • GA RA
    APPROVED
    Since 2019-11-07

Branch Locations

1100 Atlanta Financial Center 3353 Peachtree Road Ne, Atlanta, GA 30326 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Camarda Wealth Advisory Group Fleming Island FL 08/2017 12/2017
Independent Insurance Agent Roswell GA 01/2016 03/2017
Stansberry Asset Management New York NY 03/2017 05/2017
Lifetime Income Store Advisors, Llc Woodstock GA 07/2018 11/2018
Unemployed Roswell GA 01/2018 07/2018
Unemployed Roswell GA 06/2017 08/2017
Marco Investment Management Atlanta GA 09/2019 Present
Unemployed Roswell GA 11/2018 09/2019
  • 08/2017 → 12/2017
    Fleming Island, FL
  • 01/2016 → 03/2017
    Independent Insurance Agent
    Roswell, GA
  • 03/2017 → 05/2017
    Stansberry Asset Management
    New York, NY
  • 07/2018 → 11/2018
    Lifetime Income Store Advisors, Llc
    Woodstock, GA
  • 01/2018 → 07/2018
    Unemployed
    Roswell, GA
  • 06/2017 → 08/2017
    Unemployed
    Roswell, GA
  • 09/2019 → Present
    Marco Investment Management
    Atlanta, GA
  • 11/2018 → 09/2019
    Unemployed
    Roswell, GA
Previous Registrations
  • 2018-08-07 → 2018-11-28
    Tulsa, OK
  • 2017-09-06 → 2017-12-08
    Roswell, GA
  • 2015-05-12 → 2015-12-31
    Uk Pension Advisors, Inc.
    Roswell, GA
  • 2014-08-12 → 2015-02-25
    Sheaff Brock Investment Advisors, Llc
    Roswell, GA
    Indianapolis, IN
  • 2014-01-15 → 2014-06-27
    Convergent Wealth Advisors, Llc
    Potomac, MD
    Roswell, GA
  • 2003-03-07 → 2013-02-01
    Plano, TX
    Roswell , GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-04-23
S63 Uniform Securities Agent State Law Examination 1988-06-28
  • S65 Uniform Investment Adviser Law Examination
    2014-04-23
  • S63 Uniform Securities Agent State Law Examination
    1988-06-28

View on SEC IAPD

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