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Timothy Michael Macarak

Members Wealth LLC

Media, PA

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Current Employers
Members Wealth Llc

1 South Olive Steet Suite 1C, Media, PA 19063 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-08-24
  • PA RA
    APPROVED
    Since 2023-08-24

Branch Locations

1 South Olive Steet Suite 1C, Media, PA 19063 • 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
West Capital Management Philadelphia PA 08/2014 10/2016
Cs Planning Corp. Portland OR 05/2023 08/2023
Bryn Mawr Capital Management, Llc Philadelphia PA 10/2016 05/2023
Members Wealth, Llc Media PA 08/2023 Present
  • 08/2014 → 10/2016
    West Capital Management
    Philadelphia, PA
  • 05/2023 → 08/2023
    Cs Planning Corp.
    Portland, OR
  • 10/2016 → 05/2023
    Bryn Mawr Capital Management, Llc
    Philadelphia, PA
  • 08/2023 → Present
    Members Wealth, Llc
    Media, PA
Previous Registrations
  • 2023-05-12 → 2023-11-09
    Cs Planning Corp
    Portland, OR
    Media, PA
  • 2016-10-18 → 2023-05-26
    Bryn Mawr Trust Advisors, Llc
    Philadelphia, PA
  • 2015-09-24 → 2017-03-30
    West Capital Management, Inc.
    Philadelphia, PA
  • 2009-10-22 → 2014-08-25
    Bny Mellon Advisors, Inc.
    New York, NY
  • 2009-01-16 → 2009-10-26
    Td Ameritrade, Inc.
    Radnor, PA
  • 2009-01-16 → 2009-10-26
    Td Ameritrade Investment Management, Llc
    Radnor, PA
  • 2007-02-26 → 2008-03-25
    Piper Sandler & Co.
    Denver, CO
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-10
  • S66 Uniform Combined State Law Examination
    2006-03-10
Designations

View on SEC IAPD

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BRIAN PATRICK PUGH
KEVIN WALTER KOLMER
CHRISTOPHER R KOLMER
Edward Steven Kassab

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MEDIA, PA
EDWARD JONES · MEDIA, PA
EDWARD JONES · MEDIA, PA
OBRIEN GREENE & CO INC · MEDIA, PA
LPL FINANCIAL LLC · MEDIA, PA
STONE PINE FINANCIAL PARTNERS · MEDIA, PA
LPL FINANCIAL LLC · MEDIA, PA
CBIZ INVESTMENT ADVISORY SERVICES, LLC · MEDIA, PA

More in Media, PA

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