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Clifford Brian Burch

Mcnally Financial Services Corporation

San Antonio, TX

San Antonio, TX

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Current Employers
Mcnally Financial Services Corporation

16414 San Pedro Suite 930, San Antonio, TX 78232-5185 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-06-30
TX RA APPROVED 2017-05-17
  • CA RA
    APPROVED
    Since 2023-06-30
  • TX RA
    APPROVED
    Since 2017-05-17

Branch Locations

16414 San Pedro Suite 930, San Antonio, TX 78232 • United States

16414 San Pedro Suite 930, San Antonio, TX 78232

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
Investment Professionals, Inc. San Antonio TX 08/2007 05/2017
Mcnally Financial Services Corporation San Antonio TX 05/2017 Present
Previous Registrations
  • 2007-08-08 → 2017-05-30
    Investment Professionals, Inc.
    San Antonio, TX
    San Antonio, TX
  • 2001-01-10 → 2007-08-10
    Cetera Wealth Services, Llc
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-05-23
S63 Uniform Securities Agent State Law Examination 1981-05-28
  • S65 Uniform Investment Adviser Law Examination
    1995-05-23
  • S63 Uniform Securities Agent State Law Examination
    1981-05-28

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
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