Full text of MCNALLY FINANCIAL SERVICES CORPORATION's X-17A-5 filed 2026-07-02 (period 2026-03-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 # ANNUAL REPORTS FORM X-17A-5 PART III | OMB APPROVAL | | |--------------------------|----| | OMB Number: 3235-0123 | | | Expires: Nov. 30, 2026 | | | Estimated average burden | | | hours per response: | 12 | SEC FILE NUMBER | FACING PAGE<br>Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------| | | | | FILING FOR THE PERIOD BEGINNING 04/01/2025 __ AND ENDING 03/31/2026<br>MM/DD/YY | MM/DD/YY | | A. REGISTRANT IDENTIFICATION | | | NAME OF FIRM: McNally Financial Services Corporation | | | TYPE OF REGISTRANT (check all applicable boxes):<br>Broker-dealer __ Security-based swap dealer __ Major security-based swap participant<br>Check here if respondent is also an OTC derivatives dealer | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | 16414 San Pedro Avenue, Suite 930 | | | (No. and Street) | | | San Antonio<br>IX | 78232 | | (State)<br>(City) | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | David D. McNally<br>210-545-7080 | dmcnally@mcnallyfinancial.com | | (Name)<br>(Area Code - Telephone Number) | (Email Address) | | B. Accountant IDENTIFICATION | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>Sanville & Company | | | (Name - if individual, state last, first, and middle name) | | | 325 N. Saint Paul St. #3100 Dallas | 75201<br>IX | | (Address)<br>(City) | (Zip Code)<br>(State) | | 09/18/2003 | 169 | | (Date of Registration with PCAOB)(if applicable)<br>FOR OFFICIAL USE ONLY<br>* Claims for avamntion from the requirement that the annual reports of an indo | (PCAOB Registration Number, if applicable) | Claims for exemption from the requirement that the annual reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-5(e)(1)(ii), if applicable. Persons who are to respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB control number. {1}-----------------------------------…Read the full text as markdown