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5619 Dtc Parkway Suite 425, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-02-14 |
| TX | RA | APPROVED | 2024-02-14 |
Branch Locations
5619 Dtc Parkway Suite 425, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 09/2004 | 08/2020 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 08/2020 | Present |
| Infinium Investment Advisors Dba Macdonald Financial Services. | Denver | CO | 08/2020 | 03/2023 |
| Panorama Wealth Advisors Dba Macdonald Financial Serivces | Greenwood Village | CO | 03/2023 | Present |
1) Panorama Wealth Advisors dba MacDonald Financial Services. Investment Related. At Registered Location. RIA. Managing Partner/ Advisor. Start Date: 03/2023. 160 hrs/ month; all during trading hours. Financial Planning for Clients, Managing Investments on a discretionary basis 2) MacDonald Financial Services, Inc. Investment Related. At Registered Location. Fixed / Traditional Insurance. Agent. Start Date: 08/01/2020. 5 hrs/ month; none during trading hours. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-03 |
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