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Inactive

James Matthew Mcconaghy

Eaglebrook Advisors

San Luis Obispo, CA

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Current Employers
Eaglebrook Advisors

205 Hudson Street 7Th Floor, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-10
  • CA RA
    APPROVED
    Since 2025-03-10

Branch Locations

1150 Laurel Lane Ste 180, San Luis Obispo, CA 93401 • 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
Taylor Frigon Capital Management Llc Paso Robles CA 03/2017 07/2023
Unemployed London 08/2016 12/2016
Unemployed San Luis Obsipo CA 12/2016 03/2017
Taylor Frigon Family Office Paso Robles CA 01/2023 07/2023
Unemployed San Luis Obispo CA 07/2023 11/2023
Sound Income Strategies Llc Fort Lauderdale FL 11/2023 01/2025
Sound Income Strategies Llc Fort Lauderdale FL 11/2023 01/2025
Eaglebrook Advisors, Inc. Bethesda MD 02/2025 Present
  • 03/2017 → 07/2023
    Taylor Frigon Capital Management Llc
    Paso Robles, CA
  • 08/2016 → 12/2016
    Unemployed
    London
  • 12/2016 → 03/2017
    Unemployed
    San Luis Obsipo, CA
  • 01/2023 → 07/2023
    Taylor Frigon Family Office
    Paso Robles, CA
  • 07/2023 → 11/2023
    Unemployed
    San Luis Obispo, CA
  • 11/2023 → 01/2025
    Sound Income Strategies Llc
    Fort Lauderdale, FL
  • 11/2023 → 01/2025
    Sound Income Strategies Llc
    Fort Lauderdale, FL
  • 02/2025 → Present
    Eaglebrook Advisors, Inc.
    Bethesda, MD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-14
  • S65 Uniform Investment Adviser Law Examination
    2017-11-14

View on SEC IAPD

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Other Offices

COMMONWEALTH FINANCIAL NETWORK · San Luis Obispo, CA
LPL FINANCIAL LLC · SAN LUIS OBISPO, CA
MML INVESTORS SERVICES, LLC · SAN LUIS OBISPO, CA
EDWARD JONES · SAN LUIS OBISPO, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · San Luis Obispo, CA
CORVUS WEALTH ADVISORS LLC · SAN LUIS OBISPO, CA
PEAK WEALTH ADVISORS, INC. · SAN LUIS OBISPO, CA
CREW WEALTH MANAGEMENT · SAN LUIS OBISPO, CA

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