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Michael Hayes Gouldin

Onedigital

Basking Ridge, NJ

Overland Park, KS

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Current Employers
Onedigital

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-12-08
  • NJ RA
    APPROVED
    Since 2021-12-08

Branch Locations

180 Mt. Airy Road Suite 203, Basking Ridge, NJ 07920 • United States

11101 Switzer Road Suite 200, Overland Park, KS 66210 • 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
Gouldin & Mccarthy, Llc Basking Ridge NJ 03/2007 07/2022
Comprehensive Asset Management & Servicing, Inc. Basking Ridge NJ 08/1998 01/2022
Resources Investment Advisors, Llc Overland Park KS 12/2021 Present
Triad Advisors Norcross GA 01/2022 08/2024
Osaic Wealth, Inc. Basking Ridge NJ 08/2024 Present
  • 03/2007 → 07/2022
    Gouldin & Mccarthy, Llc
    Basking Ridge, NJ
  • 08/1998 → 01/2022
    Comprehensive Asset Management & Servicing, Inc.
    Basking Ridge, NJ
  • 12/2021 → Present
    Resources Investment Advisors, Llc
    Overland Park, KS
  • 01/2022 → 08/2024
    Triad Advisors
    Norcross, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Basking Ridge, NJ
Previous Registrations
  • 2003-10-29 → 2022-07-20
    Gouldin & Mccarthy, Llc
    Far Hills, NJ
    Bedminster, NJ
    Basking Ridge, NJ
  • 2004-03-23 → 2014-02-07
    Bedminster, NJ
    Totowa, NJ
    Far Hills, NJ
    Basking Ridge, NJ
  • 2003-10-29 → 2004-08-04
    Apw Capital, Inc.
    Totowa, NJ
    Basking Ridge, NJ
Other Businesses

1)OneDigital;investment related;4860 College Blvd,#100,Overland Park,KS 66211;parent company;senior vice president;12/2021;20 hrs/month;1 hr during trading;financial advisor 2)Power of Attorney;not investment related;acting as power of attorney for my aunt and as advisor on accounts through our RIA;power of attorney;2/15/2022;less than 1 hr/month;0 hrs during trading;power of attorney 3)Romilade;investment related;93 Main Street,Oneonta,NY 13820;own 25% share of rental property;passive investor;11/29/2013;<1 hr/month;0 hrs during trading;no duties,invested in property 4)144 Chestnut Street;investment related;144 Chestnut Street,Oneonta,NY 13820;own 50% of a rental property;passive investor;11/29/2013;<1 hr/month;0 hrs during trading;no duties,invested in this property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1997-06-02
  • S66 Uniform Combined State Law Examination
    1997-06-02

View on SEC IAPD

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