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RIA / WealthAdvisordual registered (broker-dealer)46 years in industry

MARSHALL ROYAL CASSEDY

Advisor at MCNALLY FINANCIAL SERVICES CORPORATION

SAN ANTONIO, TX | TALLAHASSE, FL

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Search this name across graphsid dfx:ria:74f0d96a-c12f-59f7-303a-d25f3cfce04d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 8, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MCNALLY FINANCIAL SERVICES CORPORATION
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 4, 1980earliest registration or exam on IAPD
Years in industry: 46derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Feb 4, 1980
First registration: Jun 8, 1999
Dual registered: yes, broker-dealer
IAPD individual key: 853370

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MCNALLY FINANCIAL SERVICES CORPORATION	State registered	Mar 23, 2021	n/a	yes	SAN ANTONIO, TX\|TALLAHASSE, FL	Current employment
CAPITOL SECURITIES MANAGEMENT, INC.	Independent wealth	Mar 7, 2007	Apr 9, 2010	no	TAMPA, FL\|GLEN ALLEN, VA\|TAMPA, FL\|TALLAHASSEE, FL\|GLEN ALLEN, VA\|TALLAHASSE, FL\|TALLAHASSE, FL\|GLEN ALLEN, VA	Previous registration
UNITED SECURITIES ALLIANCE, INC.	n/a	Jul 27, 2005	Feb 28, 2007	no	TALLAHASSEE, FL\|TALLAHASSEE, FL\|GREENWOOD VILLAGE, CO	Previous registration
WESTERN INTERNATIONAL SECURITIES	Former SEC adviser	Jun 8, 1999	Aug 29, 2005	no	TALLAHASSEE, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAPITOL SECURITIES MANAGEMENT, INC.	MCNALLY FINANCIAL SERVICES CORPORATION	Apr 9, 2010	Mar 23, 2021	4,001	Firm change after gap	Other
UNITED SECURITIES ALLIANCE, INC.	CAPITOL SECURITIES MANAGEMENT, INC.	Feb 28, 2007	Mar 7, 2007	7	Firm change	Other
WESTERN INTERNATIONAL SECURITIES	UNITED SECURITIES ALLIANCE, INC.	Aug 29, 2005	Jul 27, 2005	-33	Firm change after gap	Other

Relationships

Registered with (4)

→ MCNALLY FINANCIAL SERVICES CORPORATIONRegistered adviserregistration: current employment
Mar 23, 2021 to presentfactForm ADV
→ CAPITOL SECURITIES MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 7, 2007 to Apr 9, 2010factForm ADV
→ UNITED SECURITIES ALLIANCE, INC.Registered adviserregistration: previous registration
Jul 27, 2005 to Feb 28, 2007factForm ADV
→ WESTERN INTERNATIONAL SECURITIESRegistered adviserregistration: previous registration
Jun 8, 1999 to Aug 29, 2005factForm ADV

Dated events

No dated event names this entity yet.