Chad Jeffrey Mcmains

Employer firm

Bull Harbor Capital LLC. CRD 324995

$355M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 03/2020
  Guardian Life Insurance Company
  Tulsa, OK
• 05/2013 → 06/2018
  Metro Builder Supply
  Tulsa, OK
• 10/2018 → 03/2020
  Park Avenue Securities
  Tulsa, OK
• 03/2020 → 07/2023
  Guardian Life Insurance Company
  Bentonville, AR
• 03/2020 → 07/2023
  Park Avenue Securities
  Bentonville, AR
• 07/2023 → Present
  Bull Harbor Capital, Llc
  Bethesda, MD

Previous Registrations

• 2020-02-25 → 2023-08-01
  Park Avenue Securities Llc
  Tulsa, OK
  Bentonville, AR
  Addison, TX
  Bentonville, AR

Other Businesses

1. CM Legacy Planning LLC-LLC created under the counsel of CPA to help with taxation as business grows, Start: 05/13/2019, Address: 4300 SW Slate Ln Bentonville AR 72712, 0 hrs per month, Not investment related,

Exams

• S66 Uniform Combined State Law Examination
  2020-02-21