Carol Ann Mulcahy

Employer firm

Destiny Wealth Partners, LLC CRD 171346

$947M regulatory AUM 28 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 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