Alana Margaret Macy

Current Employers

Employment History

• 05/2016 → 05/2017
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 06/2017 → 12/2019
  Lpl Financial, Llc
  Boulder, CO
• 06/2017 → 03/2020
  Amy Noel, Inc.
  Boulder, CO
• 03/2020 → 05/2022
  Amy Noel, Inc.
  Boulder, CO
• 01/2019 → 09/2022
  Lpl Financial, Llc
  Boulder, CO
• 09/2022 → 12/2023
  Cetera Advisor Networks
  El Segundo, CA
• 09/2022 → Present
  Cwm, Llc
  Boulder, CO
• 09/2022 → Present
  Bloom Wealth Advisors
  Boulder, CO

Previous Registrations

• 2017-06-06 → 2022-09-27
  Lpl Financial Llc
  Boulder, CO
• 2020-03-05 → 2022-09-09
  Bloom Wealth Advisors
  Boulder, CO
• 2016-06-14 → 2017-05-09
  Strategic Advisers Llc
  Greenwood Village, CO
• 2016-03-15 → 2016-05-26
  Householder Group Estate & Retirement Specialists
  Seattle, WA

Other Businesses

NAME OF OTHER BUSINESS: REACH OUT READ COLORADO INVESTMENT RELATED: NO ADDRESS: 3705 MLK JR BLVD DENVER, CO 80205 NATURE OF BUSINESS: PEDIATRIC LITERACY START DATE: 08/2022 POSITION/TITLE/RELATIONSHIP: ASSOCIATE BOARD MEMBER APX NUMBER OF HOURS PER WEEK: .75 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I WILL BE HELPING TO PLAN EVENTS IN THE COMMUNITY TO RAISE MONEY FOR UNDER PRIVILEGED CHILDREN TO PROMOTE READING. NAME OF OTHER BUSINESS: ALANA MACY INVESTMENT RELATED: NO ADDRESS: DENVER, CO NATURE OF BUSINESS: PROPERTY RENTAL START DATE: 11/2021 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: LANDLORD DUTIES

Exams

• S66 Uniform Combined State Law Examination
  2015-11-10

Designations