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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-11-18 |
Branch Locations
90 S Cascade Ave, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Littleton | CO | 08/2016 | 08/2022 |
| Wells Fargo Advisors, Llc | Littleton | CO | 09/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Littleton | CO | 11/2016 | 08/2022 |
| 56 Capital Partners, Ltd | Colorado Springs | CO | 08/2022 | 02/2024 |
| Unemployed | Colorado Springs | CO | 03/2024 | 04/2024 |
| Allstate | Denver | CO | 05/2024 | 09/2024 |
| The Macro Advisor, Llc | Colorado Springs | CO | 05/2024 | 09/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Colorado Springs | CO | 10/2024 | Present |
| Bank Of America, N.A. | Colorado Springs | CO | 11/2024 | Present |
I*: 2116291Entity Type: For ProfitName of OBA: The Macro Advisor, LLCAddress: Colorado Springs, CO 80922Investment Related: NoPosition, Title, Association: Owner Employee Start Date: 5/24/2024Number of Hours: 0Number of Hours during trading: 0Duties: I do not have any more responsibilities and the LLC only remains open so I can file taxes next year (2025) When I briefly worked for Allstate as a contractor I had to open my own business. The only form of compensation I will receive, if any, will be in the form of tax refund if I qualify for it. Bank account is in the process of being closed. The only reason I have not dissolve it yet is because I believe it needs to remain open for when I do my taxes next year. I'm referring to my own taxes. I will not be performing tax services for anybody else. I*3818291 Entity Type: Entity Charitable Name of OBA: University of Colorado Colorado Springs Address: Colorado Springs, Colorado, 80918 Investment Related: No Position, Title, Association: Other Employee Start Date: 03/02/2026 Number of Hours: 4.5, Yearly Number of Hours during trading: 4.5, Yearly Duties: Met three times a year with other members of the advisory board to review the curriculum of Strategic Artificial Intelligence Certificate Program, and suggest ways to improve it. Meet three times a year via zoom for 90 mins and discuss ways to improve the program and review curriculum.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-05 |
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