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Mccarthy Wealth & Tax Advisors CRD 135875
$202M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
115 South Main Street, Springboro, OH 45066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2008-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mccarthy Tax Services, Llc | Springboro | OH | 09/2006 | Present |
| Wealth Advisors, Llc | Springboro | OH | 09/2006 | Present |
EMPLOYEE FOR MCCARTHY TAX SERVICES, LLC AS AN OFFICE ASSISTANT. 80 HOURS MONTH. ASSISTANT WITH FILING, TAX PREPARATION AND ADMINISTRATIVE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-02 |
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