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RIA / WealthAdvisorCertified Financial Planner12 years in industry

JONATHAN MATHEW MCQUADE

Advisor at BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

CEDAR PARK, TX

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Search this name across graphsid dfx:ria:841d23c7-9233-e328-38bf-0decd956f68c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 31, 2014 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: BOYCE & ASSOCIATES WEALTH CONSULTING, INC.
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: Mar 21, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 21, 2014
First registration: Mar 31, 2014
Dual registered: no
IAPD individual key: 5677776

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
BOYCE & ASSOCIATES WEALTH CONSULTING, INC.	Independent wealth	Nov 6, 2018	n/a	yes	CEDAR PARK, TX	Current employment
SEVEN CEDARS WEALTH MANAGEMENT LLC	n/a	Sep 25, 2017	Dec 19, 2018	no	AUSTIN, TX	Previous registration
AUSTIN WEALTH MANAGEMENT, LLC	Independent wealth	Jul 15, 2016	Nov 17, 2017	no	AUSTIN, TX	Previous registration
LAKEVIEW FINANCIAL GROUP LLC	Former SEC adviser	Jul 7, 2015	Apr 12, 2016	no	SEATTLE, WA	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Mar 31, 2014	Apr 1, 2016	no	SEATTLE, WA	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
SEVEN CEDARS WEALTH MANAGEMENT LLC	BOYCE & ASSOCIATES WEALTH CONSULTING, INC.	Dec 19, 2018	Nov 6, 2018	-43	Firm change after gap	Other
AUSTIN WEALTH MANAGEMENT, LLC	SEVEN CEDARS WEALTH MANAGEMENT LLC	Nov 17, 2017	Sep 25, 2017	-53	Firm change after gap	Other
LAKEVIEW FINANCIAL GROUP LLC	AUSTIN WEALTH MANAGEMENT, LLC	Apr 12, 2016	Jul 15, 2016	94	Firm change	Other
CETERA ADVISOR NETWORKS LLC	LAKEVIEW FINANCIAL GROUP LLC	Apr 1, 2016	Jul 7, 2015	-269	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
13572:139594:WA:2016-04-01	Apr 1, 2016	Jul 7, 2015	SEATTLE, WA	Firm change after gap

Relationships

Registered with (5)

→ BOYCE & ASSOCIATES WEALTH CONSULTING, INC.Registered adviserregistration: current employment
Nov 6, 2018 to presentfactForm ADV
→ SEVEN CEDARS WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Sep 25, 2017 to Dec 19, 2018factForm ADV
→ AUSTIN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 15, 2016 to Nov 17, 2017factForm ADV
→ LAKEVIEW FINANCIAL GROUP LLCRegistered adviserregistration: previous registration
Jul 7, 2015 to Apr 12, 2016factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Mar 31, 2014 to Apr 1, 2016factForm ADV

Dated events

No dated event names this entity yet.