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RIA / WealthAdvisor38 years in industry

RICHARD LESLIE WELLS

Advisor at MARCO INVESTMENT MANAGEMENT LLC

ATLANTA, GA

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Search this name across graphsid dfx:ria:7a45525f-d1e7-bf5c-4125-50e724fef74a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 7, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MARCO INVESTMENT MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 28, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jun 28, 1988
First registration: Mar 7, 2003
Dual registered: no
IAPD individual key: 1836788

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MARCO INVESTMENT MANAGEMENT LLC	Independent wealth	Nov 7, 2019	n/a	yes	ATLANTA, GA	Current employment
ODINGARD CAPITAL MANAGEMENT	State registered	Aug 7, 2018	Nov 28, 2018	no	TULSA, OK	Previous registration
CAMARDA WEALTH ADVISORY GROUP	Independent wealth	Sep 6, 2017	Dec 8, 2017	no	Roswell, GA	Previous registration
UK PENSION ADVISORS, INC.	n/a	May 12, 2015	Dec 31, 2015	no	ROSWELL, GA	Previous registration
SHEAFF BROCK INVESTMENT ADVISORS, LLC	Former SEC adviser	Aug 12, 2014	Feb 25, 2015	no	ROSWELL, GA\|INDIANAPOLIS, IN	Previous registration
CONVERGENT WEALTH ADVISORS, LLC	Former SEC adviser	Jan 15, 2014	Jun 27, 2014	no	POTOMAC, MD\|ROSWELL, GA	Previous registration
FISHER INVESTMENTS	Independent wealth	Mar 7, 2003	Feb 1, 2013	no	PLANO, TX\|ROSWELL , GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ODINGARD CAPITAL MANAGEMENT	MARCO INVESTMENT MANAGEMENT LLC	Nov 28, 2018	Nov 7, 2019	344	Firm change	Other
CAMARDA WEALTH ADVISORY GROUP	ODINGARD CAPITAL MANAGEMENT	Dec 8, 2017	Aug 7, 2018	242	Firm change	RIA to state RIA
UK PENSION ADVISORS, INC.	CAMARDA WEALTH ADVISORY GROUP	Dec 31, 2015	Sep 6, 2017	615	Firm change after gap	Other
SHEAFF BROCK INVESTMENT ADVISORS, LLC	UK PENSION ADVISORS, INC.	Feb 25, 2015	May 12, 2015	76	Firm change	Other
CONVERGENT WEALTH ADVISORS, LLC	SHEAFF BROCK INVESTMENT ADVISORS, LLC	Jun 27, 2014	Aug 12, 2014	46	Firm change	Other
FISHER INVESTMENTS	CONVERGENT WEALTH ADVISORS, LLC	Feb 1, 2013	Jan 15, 2014	348	Firm change	Other

Relationships

Registered with (7)

→ MARCO INVESTMENT MANAGEMENT LLCRegistered adviserregistration: current employment
Nov 7, 2019 to presentfactForm ADV
→ ODINGARD CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Aug 7, 2018 to Nov 28, 2018factForm ADV
→ CAMARDA WEALTH ADVISORY GROUPRegistered adviserregistration: previous registration
Sep 6, 2017 to Dec 8, 2017factForm ADV
→ UK PENSION ADVISORS, INC.Registered adviserregistration: previous registration
May 12, 2015 to Dec 31, 2015factForm ADV
→ SHEAFF BROCK INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 12, 2014 to Feb 25, 2015factForm ADV
→ CONVERGENT WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 15, 2014 to Jun 27, 2014factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Mar 7, 2003 to Feb 1, 2013factForm ADV

Dated events

No dated event names this entity yet.