Michael Paul Mcgahan

Current Employers

Employment History

• 09/2013 → Present
  Jackson Wealth Management, Llc
  Lake Mary, FL
• 05/2026 → Present
  Cwm, Llc Dba Carson Partners
  Lake Mary, FL
• 05/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2013 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 08/2024 → 05/2026
  Osaic Wealth, Inc.
  Lake Mary, FL

Previous Registrations

• 2008-10-23 → 2013-09-30
  Charles Schwab & Co., Inc.
  Orlando, FL
  Orlando, FL
• 2006-09-13 → 2007-09-05
  Ubs Financial Services Inc.
  Orlando, FL
  Orlando, FL
• 1997-04-22 → 2006-01-26
  Ubs Financial Services Inc.
  Orlando, FL

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR START DATE: 05/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER ADVISORY SERVICES TO MY CLIENTS IN MY CAPACITY AS AN ADVISOR. 2. NAME OF OTHER BUSINESS: JACKSON WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER START DATE: 9/2013 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER ADVISORY SERVICES TO MY CLIENTS IN MY CAPACITY AS AN ADVISOR. 3. NAME OF OTHER BUSINESS: JACKSON WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 9/2013 POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT, SENIOR WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 4. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2026 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES

Exams

• S66 Uniform Combined State Law Examination
  2006-06-30
• S63 Uniform Securities Agent State Law Examination
  2005-04-08