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.

Registered advisor

Richard Cavanagh Mcelroy

Kingswood Wealth Advisors, LLCBD affiliatedRaleigh, NcIA-onlyIAPD 2948369

Feed of 09/14/2026

Also filed as Richard C (III) Mcelroy

At current firm

1 y

since Oct 1, 2024

In the industry

23 y

since Oct 1, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Kingswood Wealth Advisors, LLC BD affiliated current
since Oct 1, 2024 · Raleigh, Nc
Eudaimonia Partners, LLC former
Oct 31, 2018 to Sep 3, 2024 · Raleigh, Nc
Hayden Royal former
Jun 11, 2016 to Oct 4, 2018 · Raleigh, Nc
Triangle Wealth Management independent RIA
May 28, 2009 to Jun 13, 2016 · Raleigh, Nc
Triangle Securities, LLC unclassified
Oct 3, 2003 to Dec 31, 2010 · Raleigh, Nc
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Oct 2, 2002 to Oct 7, 2003 · Raleigh, Nc

Moves

a registration end followed by a registration begin elsewhere

Eudaimonia Partners, LLC to Kingswood Wealth Advisors, LLC
left Sep 3, 2024, registered Oct 1, 2024 (28 days) · RIA to affiliated broker-dealer or bank · moved with a team
Hayden Royal to Eudaimonia Partners, LLC
left Oct 4, 2018, registered Oct 31, 2018 (27 days) · RIA to RIA · moved with a team
Triangle Wealth Management to Hayden Royal
left Jun 13, 2016, registered Jun 11, 2016 (-2 days) · Other
Triangle Securities, LLC to Triangle Wealth Management
left Dec 31, 2010, registered May 28, 2009 (-582 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Triangle Securities, LLC
left Oct 7, 2003, registered Oct 3, 2003 (-4 days) · Other

Signals

Richard Cavanagh Mcelroy left Eudaimonia Partners, Llc for Kingswood Wealth Advisors, Llc (registered 2024-10-01)
Sep 3, 2024 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address