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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-12 |
| GA | RA | APPROVED | 2024-08-23 |
| VA | RA | APPROVED | 2024-08-23 |
Branch Locations
6213 Adcock Road, Holly Springs, NC 27540-6021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcgoldrick & Company, Cpa, Cfp | Marietta | GA | 02/1991 | Present |
| Triad Advisors, Inc. | Marietta | GA | 07/1998 | 08/2024 |
| Wealth And Pension Services Group Inc. | Marietta | GA | 04/2015 | 03/2019 |
| Osaic Wealth, Inc. | Marietta | GA | 08/2024 | Present |
(MCGOLDRICK & COMPANY, CPA, CFP POSITION: OWNER NATURE: S-CORPORATION - PUBLIC ACCOUNTING INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/1991 ADDRESS: 6213 ADCOCK RD, HOLLY SPRINGS NC 27540, United States DESCRIPTION: ANSWER PHONES, CLEAN OFFICE, OTHER ADMIN DUTIES, PREPARE FEDERAL AND STATE INCOME TAX RETURNS, MEET WITH CLIENTS, RESPOND TO CLIENT INQUIRIES, RESPOND TO INQUIRIES FROM GOV'T AGENCIES (IRS). ASSIST CLIENTS WITH INCOME TAX ADVICE AND INCOME TAX PLANNING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-09-24 |
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