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Eastsound, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-11-15 |
Branch Locations
355 Woodview Avenue Suite 300, Morgan Hill, CA 95037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dublin | 09/2014 | 03/2021 | ||
| Cross Border Planning | Leuven | 04/2021 | Present |
Financial planning through Cross Border Planning. In this position Mr. Mcevoy provides financial planning services to clients. He spends approximately 30 hours a month in this endeavor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-23 |
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