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William Gale Mcvay

Red Tortoise

Atlanta, GA

Smyrna, GA

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Current Employers
Red Tortoise

5555 Glenridge Connector Ste. 200, Atlanta, GA 30342 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-09-11
GA RA APPROVED 2017-05-02
  • TX RA
    APPROVED
    Since 2019-09-11
  • GA RA
    APPROVED
    Since 2017-05-02

Branch Locations

5555 Glenridge Connector Ste. 200, Atlanta, GA 30342 • United States

Smyrna, GA • 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
Red Tortoise, Llc Atlanta GA 04/2017 Present
Rdk Strategies, Llc Mableton GA 02/2007 Present
  • 04/2017 → Present
    Red Tortoise, Llc
    Atlanta, GA
  • 02/2007 → Present
    Rdk Strategies, Llc
    Mableton, GA
Previous Registrations
  • 2012-04-17 → 2016-03-29
    Rdk Strategies, Llc
    National Harbor, MD
Other Businesses

1) William McVay has been an Independent Trustee of the AdvisorShares ETF Trust since 02/2011 for which he devotes approximately 5% of his time. AdvisorShares ETF Trust, (4800 Montgomery Lane Suite 150, Bethesda MD 20814), is an SEC registered mutual fund. AdvisorShares is one of the leading providers of actively managed exchange traded funds. 2)William McVay is the owner and managing member of RDK Strategies, LLC (RDK), (5010 Lake Mist Drive, Smyrna, GA, 31026). RDK previously provided business management and investment related services to a variety of institutional investors, financial institutions and financial intermediaries between 02/2007 and 12/2017. RDK was also previously registered as a registered investment advisor with the SEC and/or with appropriate states for its investment related services. RDK has not provided any investment related services since 02/2016, has not been registered as a registered investment adviser since 03/2016 and does not currently provide any business management services to any entity. The LLC is currently dormant.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1991-05-29
S63 Uniform Securities Agent State Law Examination 1983-10-26
  • S65 Uniform Investment Adviser Law Examination
    1991-05-29
  • S63 Uniform Securities Agent State Law Examination
    1983-10-26
Designations
Other Names
  • Bill Gale Mcvay

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