Best Investors
Account
Sign in
3109 Gillespie Rd., Mckinney, TX 75072 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2003-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-01 |
Reach out to this advisor