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Current Employers
Macro Wealth Management, Inc.

6915 N. Knoxville Avenue Upper Level Suite B, Peoria, IL 61614 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2007-08-17
  • IL RA
    APPROVED
    Since 2007-08-17

Branch Locations

6915 N. Knoxville Avenue Upper Level Suite B, Peoria, IL 61614 • United States

Lake Forest, IL • 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
Mcclellan Orthodontics Kenilworth IL 01/2007 Present
Reality Financial Group Peoria IL 10/2004 Present
Macro Wealth Management Peoria IL 08/2007 Present
  • 01/2007 → Present
    Mcclellan Orthodontics
    Kenilworth, IL
  • 10/2004 → Present
    Reality Financial Group
    Peoria, IL
  • 08/2007 → Present
    Macro Wealth Management
    Peoria, IL
Other Businesses

I AM ALSO AN ORTHODONTIST AND OWN MCCLELLAN ORTHODONTICS. I STRAIGHTEN TEETH WITH THIS BUSINESS ABOUT 125 HOURS/MONTH. THESE HOURS ARE DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-04-06
  • S65 Uniform Investment Adviser Law Examination
    2007-04-06

View on SEC IAPD

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