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Carol Ann Mulcahy

Destiny Wealth Partners, LLC

Tavares, FL

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Current Employers
Destiny Wealth Partners, Llc

2100 Lake Eustis Dr., Tavares, FL 32778 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-05-13
  • FL RA
    APPROVED
    Since 2020-05-13

Branch Locations

2100 Lake Eustis Dr., Tavares, FL 32778 • 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
The Investment Counsel Company Las Vegas NV 07/2014 12/2017
Ruggie Wealth Management Tavares FL 02/2019 01/2021
Unemployed Las Vegas NV 01/2018 01/2019
Destiny Wealth Partners Tavares FL 04/2020 Present
Cwm, Llc Dba Carson Wealth Omaha NE 02/2019 07/2020
  • 07/2014 → 12/2017
    The Investment Counsel Company
    Las Vegas, NV
  • 02/2019 → 01/2021
    Ruggie Wealth Management
    Tavares, FL
  • 01/2018 → 01/2019
    Unemployed
    Las Vegas, NV
  • 04/2020 → Present
    Destiny Wealth Partners
    Tavares, FL
  • 02/2019 → 07/2020
    Cwm, Llc Dba Carson Wealth
    Omaha, NE
Previous Registrations
  • 2019-05-02 → 2021-01-07
    Ruggie Wealth Management
    Tavares, FL
  • 2019-05-02 → 2020-07-01
    Cwm, Llc
    Tavares, FL
  • 2014-07-23 → 2017-12-08
    The Investment Counsel Company
    Las Vegas, NV
  • 2010-10-04 → 2012-10-11
    Barclays Capital Inc.
    Palm Beach, FL
  • 2010-03-16 → 2010-09-30
    Chase Investment Services Corp.
    Royal Palm Beach, FL
    West Palm Beach, FL
    West Palm Beach, FL
    West Palm Beach, FL
  • 2006-06-21 → 2009-01-16
    Cumberland Advisors
    Sarasota, FL
  • 2004-10-01 → 2006-05-23
    Independent Portfolio Consultants, Inc.
    Boca Raton, FL
  • 2004-05-21 → 2006-03-06
    Advest, Inc.
    Boca Raton, FL
Other Businesses

Independent insurance agent, since 2003,0 hours/month; non-investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-08
S66 Uniform Combined State Law Examination 2004-05-15
S63 Uniform Securities Agent State Law Examination 1990-11-26
  • S65 Uniform Investment Adviser Law Examination
    2006-06-08
  • S66 Uniform Combined State Law Examination
    2004-05-15
  • S63 Uniform Securities Agent State Law Examination
    1990-11-26

View on SEC IAPD

Other Firms

DESTINY FAMILY OFFICE
WELLS FARGO CLEARING SERVICES, LLC
SYNERGY INVESTMENT MANAGEMENT LLC
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC

Other Investors

Brian Davis
Robert Clark
Mitchel Travis Faulkner
Ronald Joseph Hopper
AUDREY MARIE MANCUSO
Keith Webster Ward
JEREMIAH ELIJAH WASSMER
THOMAS HUEY RUGGIE

Other Offices

DESTINY FAMILY OFFICE · TAVARES, FL
WELLS FARGO CLEARING SERVICES, LLC · TAVARES, FL
SYNERGY INVESTMENT MANAGEMENT LLC · Tavares, FL
LPL FINANCIAL LLC · TAVARES, FL
TRUIST ADVISORY SERVICES, INC. · EUSTIS, FL
TRUIST ADVISORY SERVICES, INC. · EUSTIS, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Tavares, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Eustis, FL

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