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
David Robert Mcginley
Feed of 09/15/2026
Also filed as Dave Mcginley
At current firm
11 y
since Jul 3, 2015
In the industry
18 y
since Oct 1, 2007 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
6
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wesbanco Securities, Inc. BD affiliated currentsince Jul 3, 2015 · Zelienople, Pa
- Citizens Securities, Inc. BD affiliatedNov 1, 2010 to Jul 6, 2015 · Pittsburgh, Pa
- Essex National Securities, Inc. formerJun 7, 2010 to Oct 19, 2010 · Clairton, Pa
- Uvest Financial Services Group, Inc. unclassifiedMay 26, 2010 to Jun 2, 2010 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
- Citizens Securities, Inc. to Wesbanco Securities, Inc.left Jul 6, 2015, registered Jul 3, 2015 (-3 days) · Other
- Essex National Securities, Inc. to Citizens Securities, Inc.left Oct 19, 2010, registered Nov 1, 2010 (13 days) · Other
- Uvest Financial Services Group, Inc. to Essex National Securities, Inc.left Jun 2, 2010, registered Jun 7, 2010 (5 days) · Other
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address