Michael Waldorf Puck is an investment adviser representative (IAR) with state registration records since 2010, appearing at 9 firms. Currently registered with VIRTUE CAPITAL MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| VIRTUE CAPITAL MANAGEMENT, LLC | 2026-07-14 | present | Yes |
| ZEGA INVESTMENTS, LLC | 2024-09-18 | 2026-07-24 | — |
| ZEGA FINANCIAL, LLC | 2021-07-12 | 2024-12-04 | — |
| THE BURNEY COMPANY | 2016-12-16 | 2021-07-01 | — |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | 2016-07-28 | 2016-09-23 | — |
| J.P. MORGAN SECURITIES LLC | 2015-01-07 | 2016-03-29 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2013-01-07 | 2014-12-16 | — |
| TD AMERITRADE, INC. | 2012-12-20 | 2014-12-16 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2010-10-06 | 2012-12-19 | — |