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Richard Cavanagh Mcelroy

Kingswood Wealth Advisors, LLC

Raleigh, NC

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Current Employers
Kingswood Wealth Advisors, Llc

11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-10-01
  • NC RA
    APPROVED
    Since 2024-10-01

Branch Locations

3717 National Drive Suite 211, Raleigh, NC 27612 • 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
Great Lakes And Atlantic Wealth Management Charlotte NC 06/2016 10/2018
Glenwood Financial Partners Llc Raleigh NC 10/2018 Present
Eudaimonia Partners, Llc Raleigh NC 10/2018 09/2024
Kingswood Wealth Advisors Raleigh NC 09/2024 Present
  • 06/2016 → 10/2018
    Great Lakes And Atlantic Wealth Management
    Charlotte, NC
  • 10/2018 → Present
    Glenwood Financial Partners Llc
    Raleigh, NC
  • 10/2018 → 09/2024
    Eudaimonia Partners, Llc
    Raleigh, NC
  • 09/2024 → Present
    Kingswood Wealth Advisors
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-01
  • S66 Uniform Combined State Law Examination
    2002-10-01
Other Names
  • Richard C (Iii) Mcelroy
  • Richard Cavanagh Mcelroy

View on SEC IAPD

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Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

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