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West Palm Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-21 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-11-03 |
| S65 | Uniform Investment Adviser Law Examination | 2020-12-04 |
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