DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Joseph Mcginley
Feed of 09/14/2026
Also filed as Joseph Mcginely
At current firm
1 y
since Jan 8, 2025
In the industry
35 y
since Mar 5, 1991 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Ellis Investment Partners, LLC independent RIA currentsince Jan 8, 2025 · San Jose, Ca
- Mdt Advisers, A Division Of Federated Mdta LLC asset managerMay 12, 2010 to Apr 4, 2013 · Boston, Ma
- Federated Securities Corp. no RAUMNov 10, 2009 to Apr 4, 2013 · Pittsburgh, Pa
- Federated Investment Counseling institutionalAug 20, 2007 to Apr 4, 2013 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
- Mdt Advisers, A Division Of Federated Mdta LLC to Ellis Investment Partners, LLCleft Apr 4, 2013, registered Jan 8, 2025 (4297 days) · Other
- Federated Investment Counseling to Federated Securities Corp.left Apr 4, 2013, registered Nov 10, 2009 (-1241 days) · channel change inside one enterprise, not a move
- Federated Securities Corp. to Mdt Advisers, A Division Of Federated Mdta LLCleft Apr 4, 2013, registered May 12, 2010 (-1058 days) · channel change inside one enterprise, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address