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Owen Thomas Stewart

Macro Wealth Advisors, Inc.

Mckinney, TX

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Current Employers
Macro Wealth Advisors, Inc.

3109 Gillespie Rd., Mckinney, TX 75072 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2003-10-13
  • TX RA
    APPROVED
    Since 2003-10-13

Branch Locations

3109 Gillespie Rd., Mckinney, TX 75072 • 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
Macro Financial Advisors, Inc Dba Macro Wealth Advisors, Inc. Plano TX 01/2001 Present
Owen T. Stewart Plano TX 11/1995 11/2021
Macro Financial Concepts, Inc. Dba Macro Wealth Concepts, Inc. Plano TX 05/1994 Present
Macro Financial Advisors, Inc Dba Macro Wealth Advisors, Inc. Plano TX 06/2000 Present
  • 01/2001 → Present
    Macro Financial Advisors, Inc Dba Macro Wealth Advisors, Inc.
    Plano, TX
  • 11/1995 → 11/2021
    Owen T. Stewart
    Plano, TX
  • 05/1994 → Present
    Macro Financial Concepts, Inc. Dba Macro Wealth Concepts, Inc.
    Plano, TX
  • 06/2000 → Present
    Macro Financial Advisors, Inc Dba Macro Wealth Advisors, Inc.
    Plano, TX
Other Businesses

PRESIDENT OF MACRO FINANCIAL CONCEPTS, INC. dba MACRO WEALTH CONCEPTS INC., FROM 5/1994 TO PRESENT, NON-INVESTMENT RELATED (PREVIOUSLY NAMED MACRO FINANCIAL CONCEPTS, INC.), 80HRS/MONTH, 80HRS/MONTH DURING TRADING HOURS. LANDLORD/OWNER OF OWEN T. STEWART RENTAL PROPERTY FROM 11/95 TO PRESENT, INVESTMENT RELATED, 2HRS/MONTH, 2HRS/MONTH DURING TRADING HOURS. I AM ALSO AN INSURANCE AGENT. ALL OUTSIDE BUSINESSES LISTED ABOVE ARE RUN FROM THE MR. STEWART'S OFFICE OF EMPLOYMENT ADDRESS LISTED IN SECTION 1 OF THIS FORM.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-16
S63 Uniform Securities Agent State Law Examination 1991-10-01
  • S65 Uniform Investment Adviser Law Examination
    1999-07-16
  • S63 Uniform Securities Agent State Law Examination
    1991-10-01

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