Priscilla McKinley has been Partner/Owner of Brent Forrest & Associates since January 2016, is a control person of the firm and directly owns between 25% and 50% of it.
Brent Forrest & Associates, L.L.C. is a San Antonio, TX firm with $657M under management, 446 clients and 3 advisers in one office, as of its July 2026 filing.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 23 July 2012 |
| Series 7 | General Securities Representative Examination | 20 December 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 February 1989 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 24 February 1989 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Priscilla Ann McKinley
- CRD
- 1924315
- Firm
- Brent Forrest & Associates · CRD 126266
- Role
- Partner/Owner
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Priscilla McKinley work?
Priscilla McKinley has been Partner/Owner of Brent Forrest & Associates, L.L.C. since January 2016, and is a control person of the firm.
Does Priscilla McKinley have a current investment-adviser registration?
Priscilla McKinley has no current investment-adviser or broker registration.
What exams has Priscilla McKinley passed?
Priscilla McKinley has passed 5 licensing exams: the Series 63, Series 6, Series 7, Series 65 and Series 99TO. The earliest, the Series 63, was passed in February 1989. FINRA credited Priscilla McKinley with the SIE, which began in October 2018.
Where was Priscilla McKinley previously registered as an investment adviser?
Priscilla McKinley has past investment-adviser registrations through Wela Financial Advisory, July 2012 to June 2024, across 1 firm.
Is Priscilla McKinley registered with FINRA?
No. Priscilla McKinley has no current broker registration.
How can I verify Priscilla McKinley’s record?
Search CRD 1924315 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Priscilla McKinley’s full registration record.