Michael Franklin Mccamy

Current Employers

Employment History

• 05/2003 → Present
  Michael Mccamy, Independent Agent
  Latham, NY
• 05/2003 → 09/2019
  Capital Financial Planning
  Latham, NY
• 08/2016 → Present
  Lpl Financial Llc
  Clifton Park, NY
• 08/2019 → 12/2024
  Stratos Wealth Partners, Ltd
  Clifton Park, NY
• 12/2024 → Present
  Holistic Wealth Advisors
  Clifton Park, NY

Previous Registrations

• 2019-08-19 → 2024-12-23
  Stratos Wealth Partners, Ltd
  Clifton Park, NY
• 2018-07-18 → 2019-07-25
  Wealthone, Llc
  Albany, NY

Other Businesses

1. 9/4/2019 - Holistic Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/27/2019 - 60 Hours Per Month During Securities Trading. 2. 9/11/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 08/27/2019 - 8 Hours Per Month During Securities Trading. 3. 12/27/2024- Holistic Wealth Advisors, LLC- Registered Investment Advisor- I provide investment advisory services through Holistic Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 12/2024. I expect to spend approximately 30 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.- INV Related- At Reported Business Location(s) - Start date 12/18/2024- 30 Hours Per Month- 30 Hours During Trading 4. 09/04/2019- Stratos Wealth Partners- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 08/26/2019- 60 Hours Per Month- 60 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-08-22
• S63 Uniform Securities Agent State Law Examination
  1992-07-09