Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-03
CT RA APPROVED 2025-09-22
  • TX RA
    APPROVED
    Since 2025-11-03
  • CT RA
    APPROVED
    Since 2025-09-22

Branch Locations

2 Pine St, New Canaan, CT 06840 • United States

One Bryant Park, New York, NY 10036 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated New Canaan CT 06/2025 Present
Davenport & Company Williamsburg VA 03/2025 06/2025
Nasdaq Dorsey Wright Richmond VA 01/2023 05/2023
Verger Capital Management Winston Salem NC 06/2022 08/2022
Wake Forest University Winston Salem NC 07/2019 12/2022
College Of William And Mary Williamsburg VA 08/2023 05/2025
South Carroll High School Sykesville MD 07/2015 06/2019
Mad Belly Ventures Llc Glen Allen VA 11/2021 12/2024
Richmond Strikers Soccer Club Inc. Richmond VA 12/2020 12/2020
Amopi Llc Williamsburg VA 01/2024 12/2024
  • 06/2025 → Present
    New Canaan, CT
  • 03/2025 → 06/2025
    Davenport & Company
    Williamsburg, VA
  • 01/2023 → 05/2023
    Nasdaq Dorsey Wright
    Richmond, VA
  • 06/2022 → 08/2022
    Verger Capital Management
    Winston Salem, NC
  • 07/2019 → 12/2022
    Wake Forest University
    Winston Salem, NC
  • 08/2023 → 05/2025
    College Of William And Mary
    Williamsburg, VA
  • 07/2015 → 06/2019
    South Carroll High School
    Sykesville, MD
  • 11/2021 → 12/2024
    Mad Belly Ventures Llc
    Glen Allen, VA
  • 12/2020 → 12/2020
    Richmond Strikers Soccer Club Inc.
    Richmond, VA
  • 01/2024 → 12/2024
    Amopi Llc
    Williamsburg, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-26
  • S66 Uniform Combined State Law Examination
    2025-07-26
Other Names
  • Joseph C Mcnally

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New Canaan, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor