Cory Shane Mcnulty

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2007 → Present
  Raymond James Financial Services, Inc
  Arlington, TX
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Ft. Worth, TX

Other Businesses

(1) Name of Business: CMC81 Consulting Address: 1208 W. Magnolia Ave. Suite 226, Fort Worth, TX, 76104, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Consulting and management support for branch operations. (2) Name of Business: Cory S. McNulty, CPA Address: 1208 W Magnolia Ave Ste 226, Fort Worth, TX, 76104-8801, United States Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/31/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 11-20 Description of duties: This will be the new name of the CPA practice in which I will prepare and file tax returns and perform bookkeeping. (3) Name of Business: IHG Properties, LLC Address: There is no physical office due to the nature of this business, Arlington, TX, 76017, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 11/15/2012 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 25% Equity Owner (4) Name of Business: Laid-back & Panicked, LLC Address: 1208 W. Magnolia Ave Suite 226, Fort Worth, TX, 76104, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 09/28/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Partnership owns and operates office building. (5) Name of Business: McNulty Financial Strategies, Inc. Address: 1208 W. Magnolia Ave. Suite 226, Fort Worth, TX, 76104, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 08/27/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: President (6) Name of Business: McNulty Financial Strategies, Inc. Address: 1208 W. Magnolia Ave. Suite 226, Fort Worth, TX, 76104, United States Activity Type: Non-variable Insurance Position/Title: Agent, Owner Investment Related: Yes Start Date: 02/01/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sell Life, health, and accident insurance (7) Name of Business: Moorewood Home Owner's Association Address: 5507 Moorewood Dr, Arlington, TX, 76017, United States Activity Type: Non profit Position/Title: Officer - Secretary Investment Related: Yes Start Date: 12/15/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Secretary/Treasurer of my neighborhood HOA. Review and approve budget, take meeting minutes, communicate with homeowners about things that affect the neighborhood. (8) Name of Business: Roberts Had Enough LLC Address: 5507 Moorewood Dr, Arlington, TX, 76017, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/12/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner

Exams

• S66 Uniform Combined State Law Examination
  2008-01-29