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RM

Rory M. Mcglynn

SPC FINANCIAL
Rockville, MD 20852-4219
Some features on this profile are disabled
CRD#: 5856943
RM

Professional summary


Rory Michael Mcglynn, CFP® is a registered financial advisor currently at SPC FINANCIAL INC located in Rockville, Maryland and ALPHACORE CAPITAL LLC located in Rockville, Maryland.

Rory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Rory has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name of Business: Outside Non-Variable Insurance Address: 3202 Tower Oaks Blvd Ste 400, Rockville, MD, 20852, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Producing Agent for non-variable insurance sales. As of October 17, 2025, Mr. McGlynn was dually registered with SPC Financial and AlphaCore Capital LLC to facilitate a partnership of the firms. AlphaCore Capital LLC is an investment advisory firm registered with the SEC (investment related) located at 1200 Prospect St, Ste. 200 La Jolla CA 92037. Mr. McGlynn acts as an investment advisor representative and will be an equity owner of AlphaCore as of the date of the partnership (11/1/25). Mr. McGlynn will devote all his time to facilitate client transition until date of the partnership.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Rory Michael Mcglynn's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2014

Experience


Current

June 29, 2012 - Present

SPC FINANCIAL INC

Office #1: 3202 Tower Oaks Blvd Suite 400, Rockville, MD 20852-4219
RIA
CRD#: 104618
Rockville, MD
Current

October 20, 2025 - Present

ALPHACORE CAPITAL LLC

Office #1: 3202 Tower Oaks Blvd. Suite 400, Rockville, MD 20852
RIA
CRD#: 174346
Rockville, MD
Past

April 12, 2011 - October 1, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ROCKVILLE, MD

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ALPHACORE CAPITAL LLC
ALPHACORE CAPITAL LLC | ALPHACORE WEALTH ADVISORY | ALPHACORE WEALTH ADVISORS

CRD#: 174346 / SEC#: 801-108468

RIA
Registered Investment Advisory firm - (9/28/2016 Approved)
California
Registered Investment Advisory firm - (11/9/2016 Terminated)
Illinois
Registered Investment Advisory firm - (9/28/2016 Terminated)
Indiana
Registered Investment Advisory firm - (10/13/2016 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(10/20/2025)
IAR
District of Columbia
(12/6/2017)
IAR
Maryland
(6/29/2012)
IAR
Ohio
(11/29/2017)
IAR
Pennsylvania
(5/3/2021)
IAR
Texas
(10/20/2025)
IAR
Vermont
(5/26/2021)
IAR
Virginia
(1/15/2018)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/6/2012
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AC
ALPHACORE CAPITAL LLC
ALPHACORE CAPITAL LLC | ALPHACORE WEALTH ADVISORY | ALPHACORE WEALTH ADVISORS

CRD#: 174346 / SEC#: 801-108468

RIA
Registered Investment Advisory firm - (9/28/2016 Approved)
California
Registered Investment Advisory firm - (11/9/2016 Terminated)
Illinois
Registered Investment Advisory firm - (9/28/2016 Terminated)
Indiana
Registered Investment Advisory firm - (10/13/2016 Terminated)
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Contact information


Main Address
1200 Prospect St Suite 200, La Jolla, CA 92037
Mailing Address
Phone number
(858) 875-4100
Established
Firm type
Fiscal year end
# of Employees
71

SEC notice filing (46 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ALPHACORE FORM ADV PART 2-OCT. 2025 (10/13/2025)

Regulatory assets under management


Total Number of Accounts6,249
AUM (Assets Under Management)$ 6,060,926,747

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
Cover Page

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ALPHACORE CAPITAL LLC

CRD#: 174346Rockville, MD 20852-4219

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