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Mary Mulcahy

Investment adviser representative at Trueblood Wealth Management in Lima, OH

Investment adviser registrationUpdated

Mary Mulcahy is an investment adviser representative at Trueblood Wealth Management, LLC, an investment adviser managing $474M, and works from its Lima, OH office. Mary Mulcahy has been registered through Trueblood Wealth Management since 27 May 2026, has 0 years in the industry across 1 firm and has passed the Series 65.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Mary Mulcahy has been an investment adviser representative at Trueblood Wealth Management since May 2026, and is not listed among the firm’s executive officers or direct owners.

Trueblood Wealth Management, LLC is a Lima, OH firm with $474M under management, 346 clients and 2 advisers in one office, as of its August 2026 filing.

  1. – present · under a year
    Lima, OH · Adviser representative · Firm CRD 321659

Credentials and registrations

Investment adviser representative registrations

Mary Mulcahy is registered as an investment adviser representative in Ohio, since May 2026.

  • OhioSince 27 May 2026

Examinations

Series 6518 May 2026
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Mary Kelly Mulcahy
CRD
8263688
Firm
Trueblood Wealth Management · CRD 321659
Office
2651 SHAWNEE RD, Lima, OH 45806
Registration
Investment adviser registration
In the industry since
May 2026
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Mary Mulcahy work?

Mary Mulcahy is an investment adviser representative registered through Trueblood Wealth Management, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Mary Mulcahy a financial advisor?

Yes. Mary Mulcahy has a current investment-adviser registration in Ohio, through Trueblood Wealth Management since May 2026.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Mary Mulcahy have?

Mary Mulcahy has 0 years in the financial industry, since May 2026, across 1 adviser firm.

Source: IAPD individual record, checked 23 October 2026

What exams has Mary Mulcahy passed?

Mary Mulcahy passed the Series 65 in May 2026.

Source: IAPD individual record, checked 23 October 2026

Where is Mary Mulcahy based?

Mary Mulcahy’s registered office is in Lima, OH.

Source: IAPD individual record, checked 23 October 2026

Is Mary Mulcahy registered with FINRA?

No. Mary Mulcahy has no current broker registration.

Source: IAPD individual record, checked 23 October 2026

How can I verify Mary Mulcahy’s record?

Search CRD 8263688 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mary Mulcahy’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Trueblood Wealth Management

Sources

  1. IAPD individual record, CRD 8263688, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Trueblood Wealth Management, LLC, filed 25 August 2026. Executive officers and direct owners; this person is not among them.