Joseph G. Mcquaid

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CRD#: 4132950

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 Gerard Mcquaid was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 2000. Joseph had worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

1) EXPEDITION ASCEND - NOT INVESTMENT-RELATED - 3668 SPINDRIFT DRIVE, MT. PLEASANT, SC 29466 - PERSONAL COACHING - OWNER - 07/01/2022 - <5% OF TIME PER MONTH DEVOTED - PERSONAL COACHING SERVICES. 2) ASCEND CONSULTING GROUP LLC - NOT INVESTMENT-RELATED - 3688 SPINDRIFT DRIVE, MT. PLEASANT, SC 29466 - PROFESSIONAL BUSINESS SERVICES - <5% OF TIME PER MONTH DEVOTED - BUSINESS CONSULTING.

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

July 15, 2022 - June 20, 2024

IMPRINT WEALTH LLC

RIA

CRD#: 322130

MOUNT PLEASANT, SC

Past

December 23, 2020 - June 1, 2022

EUDAIMONIA PARTNERS, LLC

RIA

CRD#: 283884

Mt. Pleasant, SC

Past

July 9, 2018 - September 18, 2020

WEALTHSHIELD LLC

RIA

CRD#: 288875

CARY, NC

Past

June 30, 2017 - February 28, 2018

PACER FINANCIAL, INC.

CRD#: 137040

MALVERN, PA

Past

November 6, 2015 - July 13, 2017

MORGAN CREEK CAPITAL DISTRIBUTORS, LLC

CRD#: 154377

CHAPEL HILL, NC

Past

March 4, 2014 - October 15, 2015

GUGGENHEIM INVESTMENTS

RIA

CRD#: 105477

MT PLEASANT, SC

Past

November 1, 2012 - October 15, 2015

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

CRD#: 39805

CHICAGO, IL

Past

January 25, 2012 - January 27, 2012

AMERICAFIRST CAPITAL MANAGEMENT, LLC

RIA

CRD#: 152248

CHESTER SPRINGS, PA

Past

July 19, 2011 - December 16, 2011

LPL FINANCIAL LLC

CRD#: 6413

KING OF PRUSSIA, PA

Past

July 14, 2011 - December 16, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

KING OF PRUSSIA, PA

Past

July 23, 2002 - May 2, 2011

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

RIA

CRD#: 109591

PARSIPPANNY, NJ

Past

June 20, 2002 - May 2, 2011

NYLIFE DISTRIBUTORS LLC

CRD#: 35350

NEW YORK, NY

Past

January 18, 2002 - April 30, 2002

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

CRD#: 840

BOSTON, MA

Past

February 11, 2000 - September 1, 2000

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IMPRINT WEALTH LLC

CRD#: 322130 / SEC#: 801-126084

RIA

Registered Investment Advisory firm - (7/14/2022 Approved)

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/9/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/16/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/28/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/28/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/10/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

IMPRINT WEALTH LLC

CRD#: 322130 / SEC#: 801-126084

RIA

Registered Investment Advisory firm - (7/14/2022 Approved)

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Contact information

Main Address

375 N Shelmore Blvd. Suite 2b, Mount Pleasant, SC 29464

Mailing Address

Phone number

(843) 834-4853

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IMPRINT FORM ADV 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	373
AUM (Assets Under Management)	$ 107,185,956

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.

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Advisor Monitoring

Firm Stability Insights

Joseph G. Mcquaid

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

EUDAIMONIA PARTNERS, LLC

WEALTHSHIELD LLC

PACER FINANCIAL, INC.

MORGAN CREEK CAPITAL DISTRIBUTORS, LLC

GUGGENHEIM INVESTMENTS

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

AMERICAFIRST CAPITAL MANAGEMENT, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

NYLIFE DISTRIBUTORS LLC

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

IMPRINT WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/9/2018

Series 63

Date: 2/16/2000

SIE

Date: 2/28/2018

Series 7

Date: 5/28/2004

Series 6

Date: 2/10/2000

Current Firm

IMPRINT WEALTH LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IMPRINT WEALTH LLC

TRUST BUT VERIFY

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