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Advisor at MCNALLY FINANCIAL SERVICES CORPORATION
SAN ANTONIO, TX | Fredericksburg, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MCNALLY FINANCIAL SERVICES CORPORATION | State registered | Apr 19, 2012 | n/a | yes | SAN ANTONIO, TX|Fredericksburg, TX | Current employment |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Sep 4, 2009 | Dec 6, 2011 | no | HARPER, TX|LAGUNA WOODS, CA | Previous registration |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | n/a | Jan 27, 1999 | Sep 4, 2009 | no | HARPER, TX|HARPER, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL ADVISORS, LLC | MCNALLY FINANCIAL SERVICES CORPORATION | Dec 6, 2011 | Apr 19, 2012 | 135 | Firm change | Other |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | Sep 4, 2009 | Sep 4, 2009 | 0 | Bulk transfer | Other |