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Luke Ryan Mccarty

Mccarty Wealth

Rockledge, FL

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Current Employers
Mccarty Wealth

4175 Us 1 Suite 101, Rockledge, FL 32955 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-02-03
FL RA APPROVED 2025-02-19
  • KS RA
    APPROVED
    Since 2026-02-03
  • FL RA
    APPROVED
    Since 2025-02-19

Branch Locations

4175 Us 1 Suite 101, Rockledge, FL 32955 • 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
Financial Solutions Of Raymond James Overland Park KS 03/2014 01/2018
Umb Kansas City MO 04/2018 08/2019
Mcpherson Financial Group/World Equity Group/Prostatis Fin Melbourne FL 09/2019 02/2025
Mccarty Wealth, Llc Rockledge FL 10/2024 Present
  • 03/2014 → 01/2018
    Financial Solutions Of Raymond James
    Overland Park, KS
  • 04/2018 → 08/2019
    Umb
    Kansas City, MO
  • 09/2019 → 02/2025
    Mcpherson Financial Group/World Equity Group/Prostatis Fin
    Melbourne, FL
  • 10/2024 → Present
    Mccarty Wealth, Llc
    Rockledge, FL
Previous Registrations
Other Businesses

owner and a licensed insurance agent with McCarty Wealth Insurance Services LLC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-26
  • S66 Uniform Combined State Law Examination
    2014-08-26
Designations

View on SEC IAPD

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Norman BERRY Taylor
TRISHA BERNARDO PEREZ

Other Offices

CETERA INVESTMENT ADVISERS LLC · ROCKLEDGE, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Rockledge, FL
API FINANCIAL ADVISORS, LLC · ROCKLEDGE, FL
EDWARD JONES · ROCKLEDGE, FL
RALL CAPITAL MANAGEMENT, INC. · ROCKLEDGE, FL
EDWARD JONES · ROCKLEDGE, FL
CETERA INVESTMENT ADVISERS LLC · ROCKLEDGE, FL
OSAIC WEALTH, INC. · ROCKLEDGE, FL

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