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RIA / WealthAdvisor39 years in industry

THOMAS WILLIAM MCAULIFFE

Advisor at AMERICAN MONEY MANAGEMENT, LLC

RANCHO SANTA FE, CA | San Rafael, CA

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Search this name across graphsid dfx:ria:4ed0e874-2d40-33ec-c38f-69195a3d91eb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Dec 31, 1997 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: AMERICAN MONEY MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 26, 1986earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Sep 26, 1986
First registration: Dec 31, 1997
Dual registered: no
IAPD individual key: 1556918

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
AMERICAN MONEY MANAGEMENT, LLC	Independent wealth	Oct 5, 2025	n/a	yes	RANCHO SANTA FE, CA\|San Rafael, CA	Current employment
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC	Independent wealth	May 5, 2023	Sep 30, 2025	no	TAMPA, FL\|San Rafael, CA	Previous registration
HERITAGE WEALTH MANAGEMENT, LLC	Former SEC adviser	Oct 27, 2020	May 3, 2023	no	PHOENIX, AZ\|San Rafael, CA	Previous registration
ADVISOR RESOURCE COUNCIL	Independent wealth	Nov 6, 2017	Oct 23, 2020	no	San Rafael, CA\|DALLAS, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Dec 31, 1997	Mar 16, 2018	no	SAN RAFAEL, CA\|SAN RAFAEL, 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
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC	AMERICAN MONEY MANAGEMENT, LLC	Sep 30, 2025	Oct 5, 2025	5	Firm change	RIA to RIA
HERITAGE WEALTH MANAGEMENT, LLC	CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC	May 3, 2023	May 5, 2023	2	Firm change	RIA to RIA
ADVISOR RESOURCE COUNCIL	HERITAGE WEALTH MANAGEMENT, LLC	Oct 23, 2020	Oct 27, 2020	4	Firm change	Ibd to RIA
LPL FINANCIAL LLC	ADVISOR RESOURCE COUNCIL	Mar 16, 2018	Nov 6, 2017	-130	Firm change after gap	Other

Relationships

Registered with (5)

→ AMERICAN MONEY MANAGEMENT, LLCRegistered adviserregistration: current employment
Oct 5, 2025 to presentfactForm ADV
→ CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 5, 2023 to Sep 30, 2025factForm ADV
→ HERITAGE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 27, 2020 to May 3, 2023factForm ADV
→ ADVISOR RESOURCE COUNCILRegistered adviserregistration: previous registration
Nov 6, 2017 to Oct 23, 2020factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Dec 31, 1997 to Mar 16, 2018factForm ADV

Dated events

Occurred
Sep 30, 2025
Advisor changed firm
Thomas William Mcauliffe left Conscious Capital Wealth Management, Llc for American Money Management, Llc (registered 2025-10-05)
Form ADVobserved 5 days ago
Occurred
May 3, 2023
Advisor changed firm
Thomas William Mcauliffe left Heritage Wealth Management, Llc for Conscious Capital Wealth Management, Llc (registered 2023-05-05)
Form ADVobserved 5 days ago