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Cayden Walker Mclaughlin

Wealthadvisor365

West Palm Beach, FL

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Current Employers
Wealthadvisor365

West Palm Beach, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-21
  • FL RA
    APPROVED
    Since 2026-01-21

Branch Locations

West Palm Beach, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Equitable Advisors, Llc New York NY 06/2020 09/2020
Top Tier Entertainment Tallahassee FL 08/2017 06/2020
Florida State University Tallahassee FL 12/2015 12/2019
Successful Portfolios Llc Clearwater FL 10/2020 08/2021
Fidelity Investments Jacksonville FL 09/2021 03/2023
Intuit Turbotax Mountain View CA 02/2023 04/2023
Mclaughlin Bookkeeping Services Dba Tampa Tax Consulting Tampa FL 10/2022 Present
Benevolent Planning Llc Tampa FL 08/2023 Present
  • 06/2020 → 09/2020
    Equitable Advisors, Llc
    New York, NY
  • 08/2017 → 06/2020
    Top Tier Entertainment
    Tallahassee, FL
  • 12/2015 → 12/2019
    Florida State University
    Tallahassee, FL
  • 10/2020 → 08/2021
    Clearwater, FL
  • 09/2021 → 03/2023
    Fidelity Investments
    Jacksonville, FL
  • 02/2023 → 04/2023
    Intuit Turbotax
    Mountain View, CA
  • 10/2022 → Present
    Mclaughlin Bookkeeping Services Dba Tampa Tax Consulting
    Tampa, FL
  • 08/2023 → Present
    Benevolent Planning Llc
    Tampa, FL
Previous Registrations
  • 2021-11-18 → 2023-03-24
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2021-02-23 → 2021-09-29
    Clearwater, FL
Other Businesses

Cayden McLaughlin is an Owner/Tax Preparer with Tampa Tax Consulting. In this position, Cayden McLaughlin provides tax accounting services to individuals and businesses. This activity accounts for approximately 20% of his time during trading hours

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-11-03
S65 Uniform Investment Adviser Law Examination 2020-12-04
  • S63 Uniform Securities Agent State Law Examination
    2021-11-03
  • S65 Uniform Investment Adviser Law Examination
    2020-12-04
Designations
Other Names
  • Cayden Mclaughlin
  • Cayden Walker Mclaughlin

View on SEC IAPD

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