# WILLIAM ROBERT MCGOLDRICK

WILLIAM ROBERT MCGOLDRICK is an investment adviser representative (IAR) with state registration records since 2005, appearing at 4 firms. Currently registered with OSAIC WEALTH, INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [OSAIC WEALTH, INC.](https://search.stillhousedata.com/firm/23131) | 2024-08-23 | present | Yes |
| [TRIAD ADVISORS LLC](https://search.stillhousedata.com/firm/25803) | 2019-05-09 | 2024-08-23 | — |
| [SOUTHBRIDGE](https://search.stillhousedata.com/firm/119040) | 2015-04-25 | 2019-08-14 | — |
| [VINING FINANCIAL](https://search.stillhousedata.com/firm/126317) | 2005-10-12 | 2015-10-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2444007)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2444007.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.