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11019 Mccormick Road Suite 200, Hunt Valley, MD 21031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-18 |
| FL | RA | APPROVED | 2022-02-22 |
| MD | RA | APPROVED | 2016-12-13 |
| PA | RA | APPROVED | 2016-12-13 |
Branch Locations
11019 Mccormick Road Suite 200, Hunt Valley, MD 21031 • United States
1302 Proline Place, Gettysburg, PA 17325 • United States
Fernandina Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Financial Consulate Inc. | Hunt Valley | MD | 09/2008 | Present |
Name of the other business: Michael McCarthy Consultant Whether business is investment-related: Not directly Address of the other business: 3154 Charles Street, Fallston, MD 21047 Nature of the other business: Consulting Michael McCarthy's position: Consultant Title or relationship with the other business: Sole proprietor Start date of your relationship: January 2021 Approximate number of hours/month devoted to the other business: 2 to 6 hours Number of hours you devote to the other business during securities trading hours: < 1 hour Brief description of duties related to the other business: Consulting with other RIAs and Institutional Investors on the Financial Services Industry, Practice Management, and FinTech.
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