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RIA / WealthAdvisor23 years in industry

Richard Cavanagh McElroy

Advisor at KINGSWOOD WEALTH ADVISORS, LLC

Raleigh, NC

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Search this name across graphsid dfx:ria:191e7ca4-213b-d2b7-ed0b-c8c2360ac815

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 2, 2002 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: KINGSWOOD WEALTH ADVISORS, LLC
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: Oct 1, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Oct 1, 2002
First registration: Oct 2, 2002
Dual registered: no
Other names: RICHARD C (III) MCELROY|RICHARD CAVANAGH MCELROY
IAPD individual key: 2948369

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
KINGSWOOD WEALTH ADVISORS, LLC	Bd affiliated wealth	Oct 1, 2024	n/a	yes	Raleigh, NC	Current employment
EUDAIMONIA PARTNERS, LLC	Former SEC adviser	Oct 31, 2018	Sep 3, 2024	no	RALEIGH, NC\|WINCHESTER, TN	Previous registration
HAYDEN ROYAL	Former SEC adviser	Jun 11, 2016	Oct 4, 2018	no	Raleigh, NC\|CHARLOTTE, NC	Previous registration
TRIANGLE WEALTH MANAGEMENT	Independent wealth	May 28, 2009	Jun 13, 2016	no	RALEIGH, NC	Previous registration
TRIANGLE SECURITIES, LLC	n/a	Oct 3, 2003	Dec 31, 2010	no	RALEIGH, NC\|RALEIGH, NC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 2, 2002	Oct 7, 2003	no	RALEIGH, NC	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
EUDAIMONIA PARTNERS, LLC	KINGSWOOD WEALTH ADVISORS, LLC	Sep 3, 2024	Oct 1, 2024	28	Firm change	RIA to ibd
HAYDEN ROYAL	EUDAIMONIA PARTNERS, LLC	Oct 4, 2018	Oct 31, 2018	27	Firm change	RIA to RIA
TRIANGLE WEALTH MANAGEMENT	HAYDEN ROYAL	Jun 13, 2016	Jun 11, 2016	-2	Firm change	Other
TRIANGLE SECURITIES, LLC	TRIANGLE WEALTH MANAGEMENT	Dec 31, 2010	May 28, 2009	-582	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	TRIANGLE SECURITIES, LLC	Oct 7, 2003	Oct 3, 2003	-4	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
283884:288792:TN:2024-09-03	Sep 3, 2024	Oct 1, 2024	WINCHESTER, TN	Firm change
170037:283884:NC:2018-10-04	Oct 4, 2018	Oct 31, 2018	CHARLOTTE, NC	Firm change

Relationships

Registered with (6)

→ KINGSWOOD WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Oct 1, 2024 to presentfactForm ADV
→ EUDAIMONIA PARTNERS, LLCRegistered adviserregistration: previous registration
Oct 31, 2018 to Sep 3, 2024factForm ADV
→ HAYDEN ROYALRegistered adviserregistration: previous registration
Jun 11, 2016 to Oct 4, 2018factForm ADV
→ TRIANGLE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
May 28, 2009 to Jun 13, 2016factForm ADV
→ TRIANGLE SECURITIES, LLCRegistered adviserregistration: previous registration
Oct 3, 2003 to Dec 31, 2010factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 2, 2002 to Oct 7, 2003factForm ADV

Dated events

Occurred
Sep 3, 2024
Advisor changed firm
Richard Cavanagh Mcelroy left Eudaimonia Partners, Llc for Kingswood Wealth Advisors, Llc (registered 2024-10-01)
Form ADVobserved 4 days ago