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526 Greenbriar Road, York, PA 17404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-03 |
| PA | RA | APPROVED | 2019-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Macro Advisors, Inc. | York | PA | 04/2019 | Present |
| Pnc Bank, National Association | Pittsburgh | PA | 07/2010 | 03/2019 |
| Macro Advisors, Inc. | York | PA | 10/2019 | Present |
| Macro Advisors, Inc. | York | PA | 01/2025 | Present |
INDEPENDENT INSURANCE AGENT ¬ SELL TERM INSURANCE WHOLE LIFE, LTC, DISABILITY, NON INVESTMENT-RELATED ¬ APPROX. 10 HRS/MO (0 HRS DURING SECURITIES TRADING)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-06 |
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