Best Investors Account Sign in
Inactive

Robert Charles Macaulay

Jmac Enterprises LLC

Newtown, PA

Claim This Profile
Current Employers
Jmac Enterprises Llc

201 South State St Suite 2A, Newtown, PA 18940 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-03-08
  • PA RA
    APPROVED
    Since 2021-03-08

Branch Locations

201 South State St Suite 2A, Newtown, PA 18940 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Yardley PA 05/2009 11/2016
Wells Fargo Clearing Services, Llc Yardley PA 11/2016 03/2018
Wells Fargo Advisors Financial Network, Llc Newtown PA 03/2018 Present
Jmac Enterprises Llc Newtown PA 03/2021 Present
Previous Registrations
Other Businesses

INSURANCE SALES; NON-INVESTMENT RELATED; APPX 5 HRS/MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-05-23
S63 Uniform Securities Agent State Law Examination 1989-07-13
  • S65 Uniform Investment Adviser Law Examination
    2002-05-23
  • S63 Uniform Securities Agent State Law Examination
    1989-07-13
Designations
Other Names
  • Rob Macaulay

View on SEC IAPD

Other Firms

INSIGHT ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PARK AVENUE SECURITIES LLC
EDWARD JONES
LPL FINANCIAL LLC
PW NOVA FINANCIAL SERVICES LLC
PNC WEALTH MANAGEMENT LLC

Other Investors

RYAN SCOTT DAVIES
CARLA L. SIMON
JAMES WONG
KEITH LEE BECKER
WILLIAM WOLF
MATTHEW MCINERNEY
Jeffrey Cholish
Matthew Joseph Charles

Other Offices

INSIGHT ADVISORS, LLC · NEWTOWN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NEWTOWN, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · NEWTON, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Newtown, PA
PARK AVENUE SECURITIES LLC · NEWTON, PA
PARK AVENUE SECURITIES LLC · NEWTOWN, PA
EDWARD JONES · NEWTOWN, PA
LPL FINANCIAL LLC · NEWTOWN, PA

More in Newtown, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor