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Ryan Everest Mckee

Catalyst Wealth Advisors LLC

Newport Beach, CA

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Current Employers
Catalyst Wealth Advisors Llc

23 Corporate Plaza Suite 240, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-03-31
CA RA APPROVED 2018-07-13
  • TX RA
    APPROVED_RES
    Since 2023-03-31
  • CA RA
    APPROVED
    Since 2018-07-13

Branch Locations

23 Corporate Plaza Suite 240, Newport Beach, CA 92660 • 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
Securian Financial Services Inc. St. Paul MN 01/2017 10/2017
Firefly Capital, Llc Newport Beach CA 01/2016 12/2016
Mckee Family Office Newport Beach CA 01/2014 12/2016
Securian Financial Services, Inc. St. Paul MN 10/2017 05/2018
Catalyst Wealth Advisors Llc Newport Beach CA 05/2018 Present
Tax & Financial Group Newport Beach CA 01/2017 05/2018
  • 01/2017 → 10/2017
    Securian Financial Services Inc.
    St. Paul, MN
  • 01/2016 → 12/2016
    Firefly Capital, Llc
    Newport Beach, CA
  • 01/2014 → 12/2016
    Mckee Family Office
    Newport Beach, CA
  • 10/2017 → 05/2018
    Securian Financial Services, Inc.
    St. Paul, MN
  • 05/2018 → Present
    Catalyst Wealth Advisors Llc
    Newport Beach, CA
  • 01/2017 → 05/2018
    Tax & Financial Group
    Newport Beach, CA
Previous Registrations
  • 2017-09-27 → 2018-05-25
    Securian Financial Services, Inc.
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-20
  • S66 Uniform Combined State Law Examination
    2017-04-20

View on SEC IAPD

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