DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Feed of 09/15/2026
Also filed as Tom Mcevoy
At current firm
4 y
since Jan 19, 2022
In the industry
38 y
since Mar 23, 1988 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Onedigital institutional currentsince Jan 19, 2022 · Overland Park, Ks
- Comprehensive Capital Management, Inc. independent RIAFeb 2, 2022 to Feb 28, 2022 · Totowa, Nj
- Gouldin & Mccarthy, LLC formerJul 26, 2018 to Jul 20, 2022 · Manasquan, Nj
- Comprehensive Capital Management, Inc. independent RIAJun 1, 2004 to Jan 31, 2022 · Manasquan, Nj
Moves
a registration end followed by a registration begin elsewhere
- Gouldin & Mccarthy, LLC to Onedigitalleft Jul 20, 2022, registered Jan 19, 2022 (-182 days) · Other · moved with a team
- Comprehensive Capital Management, Inc. to no registered destinationleft Feb 28, 2022 · Departure, no registered destination
- Comprehensive Capital Management, Inc. to Gouldin & Mccarthy, LLCleft Jan 31, 2022, registered Jul 26, 2018 (-1285 days) · RIA to RIA
Signals
- Thomas James Mcevoy left Gouldin & Mccarthy, Llc for Onedigital (registered 2022-01-19)Jul 20, 2022 · Advisor changed firm · fact
- Thomas James Mcevoy no longer registered at Comprehensive Capital Management, Inc.; no later IA registration on IAPDFeb 28, 2022 · Advisor departure · fact
- Thomas James Mcevoy left Comprehensive Capital Management, Inc. for Gouldin & Mccarthy, Llc (registered 2018-07-26)Jan 31, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Institutional managerderived
- Years in industry
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address