Collin Joseph McKenzie
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Wedbush Securities Inc.Jan 2025 to now
- Charles Schwab & Co., Inc.Jun 2024 to Jan 2025
- UnemployedAug 2023 to Jun 2024
- McKenzie & Snyder LLPMay 2023 to Aug 2023
- UnemployedDec 2022 to May 2023
- The Woodcreek ClubMay 2022 to Dec 2022
- UnemployedAug 2021 to May 2022
- Pro-Clean Car Wash and DetailingNov 2019 to Jun 2020
- Four Bridges Country ClubNov 2017 to Aug 2021
- UnemployedAug 2017 to Nov 2017
- UnemployedMay 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
Wedbush Securities Inc.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7897765
- 877