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115 South Main Street, Springboro, OH 45066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mccarthy Wealth & Tax Advisors | Springboro | OH | 01/2014 | Present |
| Mccarthy Tax Services | Springboro | OH | 01/2015 | Present |
1. MCCARTHY TAX SERVICES, NOT INVESTMENT-RELATED, TAX PREPARATION/ADMINISTRATIVE, START-01/2015. SPEND 170 HOURS PER MONTH ON THIS ACTIVITY. SPEND 135 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-05 |
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