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Advisor at MACRO ADVISORS, INC.
YORK, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MACRO ADVISORS, INC. | Independent wealth | Mar 27, 2024 | n/a | yes | YORK, PA | Current employment |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Mar 25, 2017 | Feb 23, 2024 | no | YORK, PA | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Sep 18, 2007 | Mar 25, 2017 | no | YORK, PA|YORK, PA|CAMP HILL, PA|YORK, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | MACRO ADVISORS, INC. | Feb 23, 2024 | Mar 27, 2024 | 33 | Firm change | Ibd to RIA |
| MSI FINANCIAL SERVICES, INC. | MML INVESTORS SERVICES, LLC | Mar 25, 2017 | Mar 25, 2017 | 0 | Bulk transfer | Other |