Christopher Joseph Mccoy

Current Employers

Employment History

• 08/2012 → 12/2022
  Calton & Associates, Inc.
  Montclair, NJ
• 01/2019 → Present
  Rmr Wealth Builders, Inc.
  Montclair, NJ

Previous Registrations

• 2015-02-10 → 2019-01-22
  Calton & Associates, Inc.
  Montclair, NJ

Other Businesses

1) Name of Business: Fairfield CT Parks and Recreation Commission. Non-Investment related. Address: 75 Mill Plain Rd, Fairfield, CT 06824. Nature of Business: Parks and Recreation programs and facilities. Position/Title/Relationship: Commissioner. Hours per month: 5. Hours per month during Securities trading hours: 0. Duties/Responsibilities: The parks and Rec Commission consults with the Parks and Rec director and makes recommendations to the Town Bodies regarding policies for planning, development and use of the Town's Parks and Rec Programs and facilities. 2) Name of Business: Gerson Lehrman Group. Non-Investment related. Address: 60 East 42nd St., 3rd Floor, New York, New York 10165. Nature of Business: Research Firm. Position/Title/Relationship: Consultant. Hours per month: 1. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Consulting with clients leading investment firms, corporations, consultancies, and not-for-profit organizations on an as-needed basis. 3) Name of Business: HR Ease, LLC. Non-Investment related. Address: 1715 N Westshore Blvd, #200, Tampa, FL 33607. Nature of Business: Benefit Administration Platform. Position/Title/Relationship: Member. Hours per month: 5. Hours per month during Securities trading hours: 5. Duties/Responsibilities: I am a member in HR Ease, LLC which is part of a series of outside business activities and transactions that are currently part of my disclosed activities. My responsibilities will be to assist in the growth and development of the company. 4) Name of Business: Fairfield Republican Town Committee. Non-Investment related. Address: 26 Barlow Plain Dr., Fairfield, CT 06824. Nature of Business: Political. Position/Title/Relationship: District 7 Representative. Hours per month: 5. Hours per month during Securities trading hours: 0. Duties/Responsibilities: I represent the people of District 7 in the town of Fairfield, CT. 5) Name of Business: Christopher J McCoy. Non-Investment related. Address: 26 Barlow Plain Dr., Fairfield, CT 06824. Nature of Business: Medicare Health Insurance. Position/Title/Relationship: Independent Contractor. Start Date: 03/01/2019. Hours per month: 5. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Provide Medicare solutions for retirees and those turning age 65.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-18
• S63 Uniform Securities Agent State Law Examination
  2000-02-10