Mitchell Joseph Mulcahy

Employer firm

Rfg Advisory, LLC CRD 158401

$7.97B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2020 → 05/2022
  Florida Financial Advisors
  Tampa, FL
• 06/2014 → 08/2018
  Baltimore County Parks And Recreation Department
  Baltimore, MD
• 05/2015 → 08/2017
  Watermark Charter Cruises
  Baltimore, MD
• 04/2019 → 10/2019
  Mercedes Benz
  Tampa, FL
• 04/2019 → 11/2019
  Contend Capital
  Tampa, FL
• 08/2016 → 06/2020
  University Of Tampa
  Tampa, FL
• 10/2020 → 05/2022
  Trinity Wealth Securities L.L.C
  Tampa, FL
• 05/2022 → Present
  Florida Financial Advisors
  Miami, FL
• 05/2022 → Present
  Trinity Wealth Securities, Llc
  Miami, FL
• 07/2025 → Present
  Rfg Advisory Llc Dba Bayview Private Wealth
  St. Petersburg, FL

Previous Registrations

• 2020-10-14 → 2025-07-23
  Florida Financial Advisors, Llc
  Tampa, FL
  Miami Lakes, FL
  Miami, FL

Other Businesses

1) Bayview Private Wealth; INVESTMENT RELATED; 200 Central Ave 4th Floor, St. Petersburg, FL 33701; DBA; Adviser; Start: 7/18/2025; 160 hrs/mo; 160 during trading hrs; DBA name for advisory activity. 2) RFG Advisory, LLC; YES; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242; RIA; 160 hrs/mo; 160 during trading hrs.; RIA Affiliate; Investment Advisor Representative. 3) Financial Independence Group, LLC (FIG). Investment related. 19520 W Catawba Ave, #200, Cornelius, NC 28031. Insurance FMO for variable and VUL insurance investments. Agent. 80 hrs/mo; 80 during trading hrs.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-30