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Inactive

Brennan C Mccormack

Pathstone

Boulder, CO

Englewood, NJ

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Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-04-18
  • CO RA
    APPROVED
    Since 2024-04-18

Branch Locations

1048 Pearl St Suite 450, Boulder, CO 80302 • United States

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • 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
The Ayco Company, L.P./Mercer Allied Latham NY 08/2018 01/2021
Dicks Sporting Goods Ithaca NY 11/2016 04/2017
Ithaca College Ithaca NY 08/2014 05/2018
Unemployed Clifton Park NY 05/2018 08/2018
Goldman Sachs & Co. Llc Cohoes NY 01/2021 06/2023
Swan Global Investments, Llc Durango CO 06/2023 09/2023
Crestone Asset Management, Llc Boulder CO 10/2023 03/2024
Pathstone Boulder CO 04/2024 07/2025
Pathstone Boulder CO 08/2025 Present
  • 08/2018 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Latham, NY
  • 11/2016 → 04/2017
    Dicks Sporting Goods
    Ithaca, NY
  • 08/2014 → 05/2018
    Ithaca College
    Ithaca, NY
  • 05/2018 → 08/2018
    Unemployed
    Clifton Park, NY
  • 01/2021 → 06/2023
    Goldman Sachs & Co. Llc
    Cohoes, NY
  • 06/2023 → 09/2023
    Swan Global Investments, Llc
    Durango, CO
  • 10/2023 → 03/2024
    Crestone Asset Management, Llc
    Boulder, CO
  • 04/2024 → 07/2025
    Pathstone
    Boulder, CO
  • 08/2025 → Present
    Pathstone
    Boulder, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-19
  • S66 Uniform Combined State Law Examination
    2019-02-19
Designations

View on SEC IAPD

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