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.

Current firm

TAG WEALTH ADVISORS

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 1989earliest registration or exam on IAPD

Years in industry

37derivedfrom the industry start date

Years at current firm

7derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S63|S65

First exam

Mar 16, 1998

First registration

Jan 2, 2014

Dual registered

yes, broker-dealer

Other names

BILL MCGUIRE

IAPD individual key

1065834

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ba2b3d30-58a2-a324-08ad-2fc0f24a2a90

First observed

Jan 2, 2014

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.