RIA Intelligence

Title

Chief Executive Officer & Managing Principalreportedmccaywealth.comfirm site, Sep 15, 2026

Business email

brent@mccaywealth.comreportedmccaywealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• M•••• W••••• A••••••• L•• independent RIA current
  since Mar 20, 2017 · Manchester, Tn
• W•••• F•••• A••••••• wirehouse
  Oct 13, 2011 to Mar 16, 2017 · Manchester, Tn
• E••••• J•••• national BD
  Mar 13, 2007 to Oct 17, 2011 · St Louis, Mo

• W•••• F•••• A••••••• to M•••• W••••• A••••••• L••
  left Mar 16, 2017, registered Mar 20, 2017 (4 days) · Wirehouse to independent RIA
• E••••• J•••• to W•••• F•••• A•••••••
  left Oct 17, 2011, registered Oct 13, 2011 (-4 days) · Affiliated broker-dealer or bank to wirehouse

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

19derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address