Michael A Ferrer

Current Employers

Employment History

• 02/2006 → 10/2018
  Oppenheimerfunds Distributor, Inc
  New York, NY
• 10/2018 → 04/2021
  Waddell & Reed, Inc
  Overland Park, KS
• 10/2018 → 08/2020
  Ivy Distributors Inc
  Overland Park, KS
• 08/2020 → 04/2021
  Investment Property
  Trinidad, CO
• 05/2021 → 02/2022
  Delaware Distributors, L.P.
  Philadelphia, PA
• 04/2021 → 02/2022
  Macquarie Investment Management
  Philadelphia, PA
• 02/2022 → 09/2024
  Blackrock
  Denver, CO
• 05/2022 → 09/2024
  Blackrock Investments, Llc
  Denver, CO
• 09/2024 → Present
  Integrity, Llc
  Dallas, TX
• 09/2024 → Present
  Integrity Capital, Llc
  Scottsdale, AZ
• 10/2024 → Present
  Integrity Advisory Solutions
  Littleton, CO

Previous Registrations

• 2022-05-25 → 2024-09-05
  Blackrock Investment Management, Llc
  Denver, CO
  Princeton, NJ
• 2021-05-03 → 2022-03-04
  Nomura Investment Management Business Trust
  Philadelphia, PA
• 2019-02-11 → 2021-04-21
  Waddell & Reed
  Overland Park, KS

Other Businesses

1. Annexus Holdings, LLC, Not Investment-Related, 16767 N Perimeter Drive, Suite 320, Scottsdale, AZ, 85260, Independent Distributor of Life and Health Insurance and Wealth Management Services, Vice President - National Sales Director, 09/2024, 160 Hours Per Month During Trading Hours, Distribution of Fixed Index Annuity Sales. 2. Rental Property (Intermediate & Long-Term), Investment Related, 9761 Taylor River Cir, Littleton, CO 80125, Owner of Rental Property, 07/2020, 1-4 Hours Per Month During Trading Hours, Owner (No Day-to-Day Responsibilities).

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-11
• S66 Uniform Combined State Law Examination
  2004-09-21

Other Names

• Michael Anthony Ferrer
• Michael A Ferrer