Michelle Anne Mccarthy appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Michelle Anne Mccarthy appears on 15 filing roles across Form ADV (15).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-22 | Form ADV | ASPIRING VENTURES, LLC | CHIEF COMPLIANCE OFFICER | CINCINNATI, OH |
| 2025-05-06 | Form ADV | CERTUS WEALTH MANAGEMENT LLC | CHIEF COMPLIANCE OFFICER | REDWOOD CITY, CA |
| 2025-03-24 | Form ADV | WAYPOINT WEALTH PARTNERS, INC. | CHIEF COMPLIANCE OFFICER | MILL VALLEY, CA |
| 2025-07-02 | Form ADV | PRAIRIEVIEW WEALTH PARTNERS, LLC | CHIEF COMPLIANCE OFFICER | FRANKFORT, IL |
| 2026-01-21 | Form ADV | BEACON BRIDGE WEALTH PARTNERS, LLC | CHIEF COMPLIANCE OFFICER | LOWER GWYNEDD, PA |
| — | Form ADV | BAUMAN ADVISORY GROUP, LLC | CHIEF COMPLIANCE OFFICER | LAS VEGAS, NV |
| 2025-07-10 | Form ADV | GENTRY PRIVATE WEALTH, LLC | CHIEF COMPLIANCE OFFICER | WICHITA, KS |
| 2026-01-27 | Form ADV | MOMENTUM WEALTH PLANNING, LLC | CHIEF COMPLIANCE OFFICER | — |
| 2026-01-30 | Form ADV | SCHMITT WEALTH ADVISERS, CORP. | CHIEF COMPLIANCE OFFICER | CINCINNATI, OH |
| 2025-10-22 | Form ADV | LEGACY FINANCIAL GROUP, LLC | CHIEF COMPLIANCE OFFICER | DES MOINES, IA |
| 2026-01-06 | Form ADV | TEAM HEWINS, LLC | CHIEF COMPLIANCE OFFICER | FOSTER CITY, CA |
| 2026-01-30 | Form ADV | CANNON WEALTH MANAGEMENT SERVICES, LLC | CHIEF COMPLIANCE OFFICER | WINSTON SALEM, NC |
| 2025-10-10 | Form ADV | PRECISION WEALTH STRATEGIES, LLC | CHIEF COMPLIANCE OFFICER | ST. LOUIS, MO |
| 2025-08-13 | Form ADV | VANTAGE FINANCIAL PARTNERS, LLC | CHIEF COMPLIANCE OFFICER | ELM GROVE, WI |
| 2025-10-20 | Form ADV | BELLARS HARRIS WEALTH MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | VIRGINIA BEACH, VA |