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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)29 years in industry

GARY RAYMOND MCCARVER

Advisor at SEIA

Aliso Viejo, CA | LOS ANGELES, CA

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Search this name across graphsid dfx:ria:0c2a0170-cf86-012c-45c1-969529ca0c08

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 23, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SEIA
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 3, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Dec 3, 1996
First registration: Feb 23, 2000
Dual registered: yes, broker-dealer
IAPD individual key: 866341

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SELECT MONEY MANAGEMENT, INC.	Independent wealth	Feb 9, 2026	n/a	yes	Aliso Viejo, CA\|LOS ANGELES, CA	Current employment
Seia	Bd affiliated wealth	Oct 27, 2025	n/a	yes	LOS ANGELES, CA\|Aliso Viejo, CA	Current employment
SELECT MONEY MANAGEMENT, INC.	Independent wealth	Feb 11, 2013	Dec 31, 2025	no	LOS ANGELES, CA	Previous registration
SELECT MONEY MANAGEMENT, INC.	Independent wealth	May 31, 2012	Dec 31, 2012	no	LOS ANGELES, CA	Previous registration
SELECT PORTFOLIO MANAGEMENT INC	Former SEC adviser	May 31, 2012	Oct 19, 2025	no	ALISO VIEJO, CA	Previous registration
INVESTMENT RESEARCH CORP	Independent wealth	Apr 6, 2009	Nov 23, 2010	no	SAN JUAN CAPISTRANO, CA\|DENVER, CO	Previous registration
ROYAL AMERICAN FINANCIAL ADVISORS, LLC	State registered	Feb 23, 2000	May 16, 2008	no	MENIFEE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SELECT MONEY MANAGEMENT, INC.	Seia	Dec 31, 2025	Oct 27, 2025	-65	Channel change	RIA to ibd
SELECT PORTFOLIO MANAGEMENT INC	SELECT MONEY MANAGEMENT, INC.	Oct 19, 2025	Feb 11, 2013	-4,633	Firm change after gap	Other
SELECT MONEY MANAGEMENT, INC.	SELECT PORTFOLIO MANAGEMENT INC	Dec 31, 2012	May 31, 2012	-214	Firm change after gap	Other
INVESTMENT RESEARCH CORP	SELECT MONEY MANAGEMENT, INC.	Nov 23, 2010	May 31, 2012	555	Firm change after gap	Other
ROYAL AMERICAN FINANCIAL ADVISORS, LLC	INVESTMENT RESEARCH CORP	May 16, 2008	Apr 6, 2009	325	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
153256:108163:CA:2025-12-31	Dec 31, 2025	Oct 27, 2025	LOS ANGELES, CA	Firm change after gap
107228:153256:CA:2025-10-19	Oct 19, 2025	Feb 11, 2013	ALISO VIEJO, CA	Firm change after gap

Relationships

Registered with (5)

→ SELECT MONEY MANAGEMENT, INC.Registered adviserregistration: previous registration
Feb 11, 2013 to Dec 31, 2025factForm ADV
→ SEIARegistered adviserregistration: current employment
Oct 27, 2025 to presentfactForm ADV
→ SELECT PORTFOLIO MANAGEMENT INCRegistered adviserregistration: previous registration
May 31, 2012 to Oct 19, 2025factForm ADV
→ INVESTMENT RESEARCH CORPRegistered adviserregistration: previous registration
Apr 6, 2009 to Nov 23, 2010factForm ADV
→ ROYAL AMERICAN FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 23, 2000 to May 16, 2008factForm ADV

Dated events

Occurred
Oct 19, 2025
Advisor changed firm
Gary Raymond Mccarver left Select Portfolio Management Inc for Select Money Management, Inc. (registered 2013-02-11)
Form ADVobserved 6 days ago