Colin Ellsworth Macleod

Current Employers

Employment History

• 12/2015 → 01/2017
  Concert Wealth Management, Inc
  San Jose, CA
• 09/2016 → 01/2017
  Sowell Financial Services, Llc
  North Little Rock, AR
• 01/2017 → 04/2019
  Institute For Wealth Advisors, Inc.
  Dallas, TX
• 08/2017 → Present
  Dmk Advisors (Formerly Stephen A. Kohn & Associates, Ltd.)
  Englewood, CO
• 04/2019 → Present
  The Institute For Wealth Management Llc
  Denver, CO

Previous Registrations

• 2017-01-27 → 2019-04-30
  Institute For Wealth Advisors, Inc.
  Seattle, WA
  Denver, CO
• 2015-12-28 → 2017-06-19
  Concert Wealth Management
  Seattle, WA
  San Jose, CA
• 2016-10-07 → 2017-01-26
  Sowell Management
  Seattle, WA
  North Little Rock, AR

Other Businesses

RIA business with Institute for Wealth Management, Cloud Racing LLC (sole owner LLC for my photography jobs on weekends) Institute for Wealth Management, Denver, CO., Current Job, RIA business, I am Investment Adviser Representative, 30-40 hours a week, started 04/2019, Provide and assist in clerical duties for clients.

Exams

• S66 Uniform Combined State Law Examination
  2015-12-15