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Joseph Dominick Mcnally

Drive Capital Management LLC

Indian Land, SC

Excel Wealth Management, LLC

Manchester, CT

Indian Land, SC

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Current Employers
Drive Capital Management Llc

Indian Land, SC • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-07-07
  • SC RA
    APPROVED
    Since 2026-07-07

Branch Locations

Indian Land, SC • United States

Excel Wealth Management, Llc

935 Main Street Unit E, Manchester, CT 06040 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2020-02-29
  • SC RA
    APPROVED
    Since 2020-02-29

Branch Locations

935 Main Street Unit E, Manchester, CT 06040 • United States

2036 Taney Way, Indian Land, SC 29707 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Paychex Securities Corporation Cary NC 11/2012 02/2018
Paychex, Inc Cary NC 09/2012 02/2018
Lpl Financial Llc Indian Land SC 03/2018 04/2022
Excel Wealth Management, Llc Indian Land SC 02/2020 Present
Drive Capital Management Llc Indian Land SC 07/2026 Present
  • 11/2012 → 02/2018
    Paychex Securities Corporation
    Cary, NC
  • 09/2012 → 02/2018
    Paychex, Inc
    Cary, NC
  • 03/2018 → 04/2022
    Lpl Financial Llc
    Indian Land, SC
  • 02/2020 → Present
    Excel Wealth Management, Llc
    Indian Land, SC
  • 07/2026 → Present
    Drive Capital Management Llc
    Indian Land, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-29
S63 Uniform Securities Agent State Law Examination 2012-12-21
  • S65 Uniform Investment Adviser Law Examination
    2020-02-29
  • S63 Uniform Securities Agent State Law Examination
    2012-12-21

View on SEC IAPD

Other Firms

TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
MCGEHEE WEALTH ADVISORY GROUP, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

Robert Arthur Needham
BENJAMIN HOMER DENNING
Alexis Thomas
Frederick Jerome Graves
BRETT OCONNOR
DAVID TRACY BOWMAN
MICHAEL PATRICK MEHLTRETTER
Christina Ostran Mehltretter

Other Offices

TRUIST ADVISORY SERVICES, INC. · INDIAN LAND, SC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · INDIAN LAND, SC
FIFTH THIRD SECURITIES, INC. · INDIAN LAND, SC
LPL FINANCIAL LLC · INDIAN LAND, SC
EDWARD JONES · INDIAN LAND, SC
J.P. MORGAN SECURITIES LLC · Indian Land, SC
MCGEHEE WEALTH ADVISORY GROUP, INC. · INDIAN LAND, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · WAXHAW, NC

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