David Dorn Mcnally

Current Employers

Mcnally Financial Services Corporation

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2016-03-04
NV	RA	APPROVED	2014-08-27
CA	RA	APPROVED	2009-11-09
TX	RA	APPROVED	2007-08-20

FL RA
APPROVED

Since 2016-03-04
NV RA
APPROVED

Since 2014-08-27
CA RA
APPROVED

Since 2009-11-09
TX RA
APPROVED

Since 2007-08-20

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Mcnally Financial Services Corp.	San Antonio	TX	06/2002	Present
David D. Mcnally, Cfp	San Antonio	TX	10/2002	Present

06/2002 → Present

Mcnally Financial Services Corp.

San Antonio, TX
10/2002 → Present

David D. Mcnally, Cfp

San Antonio, TX

Other Businesses

PRESIDENT OF MCNALLY FINANCIAL SERVICES CORPORATION. THIS IS AN NASD BROKER DEALER AND TEXAS GENERAL LINES INSURANCE AGENCY.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-09-25
S63	Uniform Securities Agent State Law Examination	1984-04-27

S65 Uniform Investment Adviser Law Examination

2014-09-25
S63 Uniform Securities Agent State Law Examination

1984-04-27

Designations

Other Names

Dave Mcnally
David D Mcnally

View on SEC IAPD

Current Employers

Mcnally Financial Services Corporation

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

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