DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner18 years in industry

JEFFREY L MCCULLOUGH

Advisor at KOENIG INVESTMENT ADVISORY, LLC

ASHLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ce649c8a-9286-5757-389b-b1c3a4652a78

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 16, 2008 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: KOENIG INVESTMENT ADVISORY, 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: Dec 17, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Dec 17, 2007
First registration: Jan 16, 2008
Dual registered: no
Other names: JEFFREY LEVERETT MCCULLOUGH
IAPD individual key: 5357489

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
KOENIG INVESTMENT ADVISORY, LLC	Independent wealth	Nov 26, 2020	n/a	yes	ASHLAND, OR	Current employment
MYLAUNCH, LLC	Former SEC adviser	Aug 21, 2018	Jun 2, 2020	no	MEDFORD, OR	Previous registration
KOENIG INVESTMENT ADVISORY, LLC	Former SEC adviser	May 20, 2014	Mar 23, 2021	no	MEDFORD, OR	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 13, 2013	May 12, 2014	no	SEATTLE, WA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 20, 2009	Oct 23, 2012	no	TACOMA, WA	Previous registration
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	Jan 16, 2008	Aug 1, 2008	no	BELLEVUE, 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
KOENIG INVESTMENT ADVISORY, LLC	MYLAUNCH, LLC	Mar 23, 2021	Aug 21, 2018	-945	Firm change after gap	RIA to RIA
MYLAUNCH, LLC	KOENIG INVESTMENT ADVISORY, LLC	Jun 2, 2020	Nov 26, 2020	177	Firm change	RIA to new firm
LPL FINANCIAL LLC	KOENIG INVESTMENT ADVISORY, LLC	May 12, 2014	May 20, 2014	8	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	LPL FINANCIAL LLC	Oct 23, 2012	Mar 13, 2013	141	Firm change	Other
HORNOR, TOWNSEND & KENT, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Aug 1, 2008	Jan 20, 2009	172	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
117098:283205:OR:2021-03-23	Mar 23, 2021	Aug 21, 2018	MEDFORD, OR	Firm change after gap
283205:311422:OR:2020-06-02	Jun 2, 2020	Nov 26, 2020	MEDFORD, OR	Firm change

Relationships

Registered with (6)

→ KOENIG INVESTMENT ADVISORY, LLCRegistered adviserregistration: current employment
Nov 26, 2020 to presentfactForm ADV
→ KOENIG INVESTMENT ADVISORY, LLCRegistered adviserregistration: previous registration
May 20, 2014 to Mar 23, 2021factForm ADV
→ MYLAUNCH, LLCRegistered adviserregistration: previous registration
Aug 21, 2018 to Jun 2, 2020factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 13, 2013 to May 12, 2014factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 20, 2009 to Oct 23, 2012factForm ADV
→ HORNOR, TOWNSEND & KENT, LLCRegistered adviserregistration: previous registration
Jan 16, 2008 to Aug 1, 2008factForm ADV

Dated events

No dated event names this entity yet.