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Current Employers
Boyce & Associates Wealth Consulting, Inc.

3109 Kenai Dr. Ste 107, Cedar Park, TX 78613 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-11-06
  • TX RA
    APPROVED
    Since 2018-11-06

Branch Locations

3109 Kenai Dr. Ste 107, Cedar Park, TX 78613 • 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
Austin Wealth Management, Llc Austin TX 06/2016 04/2017
Seven Cedars Wealth Management Llc Austin TX 05/2017 11/2018
Bka Wealth Consulting, Inc. Austin TX 11/2018 Present
  • 06/2016 → 04/2017
    Austin, TX
  • 05/2017 → 11/2018
    Seven Cedars Wealth Management Llc
    Austin, TX
  • 11/2018 → Present
    Bka Wealth Consulting, Inc.
    Austin, TX
Previous Registrations
  • 2017-09-25 → 2018-12-19
    Seven Cedars Wealth Management Llc
    Austin, TX
  • 2016-07-15 → 2017-11-17
    Austin, TX
  • 2015-07-07 → 2016-04-12
    Lakeview Financial Group Llc
    Seattle, WA
  • 2014-03-31 → 2016-04-01
    Cetera Wealth Services, Llc
    Seattle, WA
Other Businesses

Jonathan McQuade spends 15 hours per month working with the Lake Travis youth Association as a Youth Referee Assignor for the Soccer Club. His start date for this activity in August of 2018 and it is not investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-21
  • S66 Uniform Combined State Law Examination
    2014-03-21
Designations

View on SEC IAPD

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