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

MCKINLEY CARTER WEALTH SERVICES, 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

Feb 1, 1997earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

18derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Exams

S65

First exam

Jun 7, 2004

First registration

Jul 16, 2004

Dual registered

no

Other names

WILLIAM W. CARTER

IAPD individual key

4377462

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fbdbefdb-65dd-e1f6-a622-9e8a48433815

First observed

Jul 16, 2004

Last observed

Sep 15, 2026 6 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.