AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JM

Joseph G. Manning

Some features on this profile are disabled
CRD#: 1517694
JM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Joseph Grant Manning, who also goes by Joe Manning, was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1986. Joseph had worked at 6 firms and has passed the Series 63, Series 7, Series 3, Series 53, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joe Manning

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 10, 2011 - January 7, 2013

RNA CAPITAL, INC.

BD
CRD#: 107803
CHARLOTTE, NC
Past

July 2, 2009 - May 6, 2011

STANCHART SECURITIES INTERNATIONAL, INC.

BD
CRD#: 145126
MIAMI, FL
Past

July 1, 2009 - December 31, 2010

1ST BRIDGEHOUSE SECURITIES, LLC

BD
CRD#: 44655
MIAMI, FL
Past

December 31, 2001 - January 16, 2007

JBS LIBERTY SECURITIES, INC.

RIA
CRD#: 36179
CHARLOTTE, NC
Past

May 18, 1994 - June 22, 2009

JBS LIBERTY SECURITIES, INC.

BD
CRD#: 36179
CHARLOTTE, NC
Past

January 27, 1994 - April 15, 1994

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
CHARLOTTE, NC
Past

July 17, 1986 - December 22, 1993

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/18/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


RC
RNA CAPITAL, INC.
PINNACLE BROKERAGE SERVICE, INC. | RNA CAPITAL, INC. | PINNACLE BROKERAGE SERVICES, INC.

CRD#: 107803 / SEC#: , 8-53060

BD
Terminated by SEC on 03/08/2013
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Ohio since 08/14/2000
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AGNELLI, ROBERT NISSENPRESIDENT, CEO, CCO, SOLE DIRECTOR1122668
MANNING, JOSEPH GRANTFINOP/MUNI PRINCIPAL/GENERAL PRINCIPAL1517694

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RNA CAPITAL, INC.

CRD#: 107803

TRUST BUT VERIFY

Monitor Joseph Manning

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics