Nathaniel David Mcnulty

Current Employers

Employment History

• 09/2009 → 11/2018
  Lpl Financial
  Louisville, KY
• 04/2009 → Present
  Meritrust Wealth Management
  Louisville, KY
• 11/2014 → Present
  Mwm Advisory
  Louisville, KY
• 11/2018 → Present
  Kestra Investment Services, Llc
  Lexington, KY
• 11/2018 → Present
  Kestra Advisory Services, Llc
  Lexington, KY

Previous Registrations

• 2014-05-02 → 2019-03-11
  Mwm Advisory
  Louisville, KY
• 2009-12-02 → 2016-02-03
  Lpl Financial Llc
  Louisville, KY
  Farmington, MI
  Lexington, KY

Other Businesses

Name: Meritrust Wealth Management LLC Investment Related: Yes Address: 462 S. Fourth Street, Ste 2600 Louisville KY 40202 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment representative Start Date: 9/15/2009 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Meet with clients, investment management, financial planning, etc. Name: Kestra Advisory Services Investment Related: Yes Address: 333 W. Vine Street, Ste 1000 Lexington KY 40507 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 1/1/2021 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Financial Advisor Name: SETON SCHOOL COUNCIL POSITION: Council member NATURE: School Council for my kids' Catholic school INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: Seton Catholic School, 1740 Summerhill Drive, Lexington KY 40515 DESCRIPTION: Discuss big picture decisions and direction for our school Name: CO-CHAIR OF CAPITAL CAMPAIGN FOR CHURCH & SCHOOL POSITION: Co-Chair of Capital Campaign NATURE: Co-Chair of a capital campaign INVESTMENT RELATED: No # OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/26/2025 ADDRESS: 1740 Summerhill Drive, Lexington KY 40515, United States DESCRIPTION: 1. Assume responsibility for and oversee the entire campaign effort and, in particular, the gift gathering phases and volunteer team 2. Enlist, solicit, and supervise the activities of those immediately under me on the Gift Gathering Team and meet deadlines in accordance with the designated schedule 3. Attend & participate in scheduled campaign cabinet meetings and the various gift gathering team orientation, training, and report meetings/events. 4. Serve as chief spokesperson for the campaign, speaking at various services and/or events 5. Subscribe to campaign personally - hopefully at a leadership or pacesetting level - before inviting the financial participation of others. 6. Assist in gift gathering activities as a caller or in some capacity on the scheduled nights of our follow up phon-a-thon 6. Assist in the gathering of key leadership and pacesetting gifts 7. Assist with gift gathering activities as a caller or in some capacity on the scheduled nights of our follow up phoneathon. 8. Serves on, or finds a replacement to serve on, the Campaign Continuing Committee after the active phase of the campaign.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-01
• S63 Uniform Securities Agent State Law Examination
  2007-08-17

Designations

Other Names

• Nathaniel David Mcnulty
• Nathan David Mcnulty