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Joseph Damian Mcinerney

Wisdom Wealth Investment Advisors LLC

Phoenix, AZ

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Current Employers
Wisdom Wealth Investment Advisors Llc

6930 E. Chauncy Lane Suite 220, Phoenix, AZ 85054 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-05-16
CA RA APPROVED 2025-01-22
AZ RA APPROVED 2014-05-29
  • LA RA
    APPROVED
    Since 2025-05-16
  • CA RA
    APPROVED
    Since 2025-01-22
  • AZ RA
    APPROVED
    Since 2014-05-29

Branch Locations

6930 E. Chauncy Lane Suite 220, Phoenix, AZ 85054 • 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
Proequities, Inc. Phoenix AZ 11/1998 12/2017
Proequities, Inc. Phoenix AZ 02/2006 12/2017
Wisdom Wealth Investment Advisors Llc Phoenix AZ 01/2014 Present
Previous Registrations
  • 2006-02-17 → 2017-12-31
    Concourse Financial Group Securities, Inc.
    Phoenix, AZ
    Phoenix, AZ
Other Businesses

1. DBA: JMFS, INC; NOT INVESTMENT RELATED; 6930 E CHAUNCEY LN, STE 220, PHOENIX, AZ 85054; TAX PREPARATION, PLANNING, REPRESENTATION; ENROLLED AGENT; STARTED 2009; 20-300 HRS/MO. 2. KNIGHTS OF COLUMBUS COUNCIL 10050 POSITION: TREASURER NATURE: CHARITY INVESTMENT RELATED: NO NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 0 START DATE: 10/15/2012 ADDRESS: 11300 N 64TH ST, SCOTTSDALE AZ 85254 DESCRIPTION: RESPONSIBLE FOR HANDLING COUNCIL DEPOSITS AND PAYING COUNCIL BILLS. 3. INDEPENDENT INSURANCE AGENT. NOT INVESTMENT RELATED. 6930 E CHAUNCY LANE SUITE 220 PHOENIX AZ 85054. INSURANCE SALES. AGENT. 4. BOTTLE & MCINERNEY, LLC; NOT INVESTMENT RELATED; 6930 E CHAUNCY LANE SUITE 220 PHOENIX AZ 85054; OWNER; ENTITY CREATED FOR MANAGEMENT AND ADMINISTRATION PURPOSES - INCLUDING BUT NOT LIMITED TO: ENTERING CONTRACTS WITH VENDORS AND PAYING COMMON EXPENSES; SINCE OCTOBER 1998; LESS THAN 1 HOUR PER MONTH DEVOTED TO THIS BUSINESS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-12
S63 Uniform Securities Agent State Law Examination 1994-08-02
  • S65 Uniform Investment Adviser Law Examination
    1999-11-12
  • S63 Uniform Securities Agent State Law Examination
    1994-08-02
Designations
Other Names
  • Joe Mcinerney

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