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Timothy Malcolm Macready

Eversource Wealth Advisors, LLC

Highlands Ranch, CO

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Current Employers
Eversource Wealth Advisors, Llc

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-11-11
  • CO RA
    APPROVED
    Since 2022-11-11

Branch Locations

Highlands Ranch, CO • 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
Christian Super Syndney 10/2005 10/2020
Brightlight Group Syndey 07/2016 08/2022
Eversource Wealth Advisors, Llc Birmingham AL 11/2022 Present
  • 10/2005 → 10/2020
    Christian Super
    Syndney
  • 07/2016 → 08/2022
    Brightlight Group
    Syndey
  • 11/2022 → Present
    Birmingham, AL
Other Businesses

Unless otherwise specified, the following activities are conducted at 8866 Red Bush Trail, Highlands Ranch, Colorado 80126. 1) Since May 2020, Tim has been a member of the Investment Committee for Paua Wealth (New Zealand). He participates in Investment Committee meetings and presentations and spends approximately 2 hours per month during trading hours on this investment-related activity. 2) Since March 2024, Tim has been a Board Member of Criterion Institute, a tax exempt entity located at 81 Church Hill Road, Haddam, CT 06438. He attends Board meetings and provides insight on Board Strategy. Tim spends 2 hours per month during trading hours on this investment-related activity. 3) Tim has been a Commission Member with the CIMA Commission located at 5619 DTC Pkwy, Ste. 600, Greenwood Village, Colorado 80111 since May of 2024. He spend 2 hours per month during trading hours to attend commission meetings and review CIMA exams to ensure areas relevant to the investment analyst roles are covered. This is an investment related activity. 4) Since August 2023, Tim has been a Board Member and Treasurer of Global Trust Partners, a tax exempt entity located at 9671 W. Indore Dr., Littleton, Colorado 80128. In this role, he attends meetings and reviews financial statements. He spends 3 hours per month (1 hour per month during business hours) on this non-investment related activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-11
  • S65 Uniform Investment Adviser Law Examination
    2022-11-11

View on SEC IAPD

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