Financial advisor
Michael McGahan
At Carson · Lake Mary, FL
Registered as MICHAEL PAUL MCGAHAN
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Jackson Wealth Management | Jackson Wealth | Carson | Acquisition | June 5, 2026 | $1.1B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| CWM, LLC | Investment adviser | June 3, 2026 | Current |
| CETERA WEALTH SERVICES, LLC | Broker-dealer | May 27, 2026 | Current |
| OSAIC WEALTH, INC. | Broker-dealer | August 23, 2024 | May 29, 2026 |
| TRIAD ADVISORS LLC | Broker-dealer | September 30, 2013 | August 23, 2024 |
| JACKSON WEALTH MANAGEMENT, LLC | Investment adviser | September 27, 2013 | Current |
| CHARLES SCHWAB & CO., INC. | Investment adviser | October 23, 2008 | September 30, 2013 |
| CHARLES SCHWAB & CO., INC. | Broker-dealer | October 8, 2008 | September 30, 2013 |
| UBS FINANCIAL SERVICES INC. | Investment adviser | September 13, 2006 | September 5, 2007 |
| UBS FINANCIAL SERVICES INC. | Broker-dealer | March 17, 2006 | September 5, 2007 |
| UBS SECURITIES LLC | Broker-dealer | January 16, 2006 | March 21, 2006 |
| UBS FINANCIAL SERVICES INC. | Investment adviser | April 22, 1997 | January 26, 2006 |
| UBS FINANCIAL SERVICES INC. | Broker-dealer | April 15, 1997 | January 16, 2006 |
| PRUDENTIAL SECURITIES INCORPORATED | Broker-dealer | November 29, 1991 | March 6, 1997 |
| AMERICAN AEGIS SECURITIES, INC. | Broker-dealer | August 1, 1990 | November 15, 1990 |
| R.W. SMITH & ASSOCIATES, INC. | Broker-dealer | May 22, 1989 | April 19, 1990 |
| MARSHALL DAVIS, INC. | Broker-dealer | December 15, 1988 | April 27, 1989 |
| R A F FINANCIAL CORPORATION | Broker-dealer | February 19, 1986 | December 19, 1988 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.