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Timothy Patrick Mcgrath

Riverpoint Wealth Management

Chicago, IL

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Current Employers
Riverpoint Wealth Management

200 South Wacker Drive Suite 2330, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-11-17
IL RA APPROVED 2013-09-25
  • TX RA
    APPROVED
    Since 2016-11-17
  • IL RA
    APPROVED
    Since 2013-09-25

Branch Locations

200 South Wacker Dr. Suite 2330, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Chicago IL 08/2007 10/2020
Riverpoint Wealth Management Holdings, Llc Chicago IL 09/2013 Present
  • 08/2007 → 10/2020
    Lpl Financial, Llc
    Chicago, IL
  • 09/2013 → Present
    Riverpoint Wealth Management Holdings, Llc
    Chicago, IL
Previous Registrations
  • 2007-08-01 → 2015-10-28
    Lpl Financial Llc
    Chicago, IL
    Fort Mill, SC
    Chicago, IL
  • 2006-01-23 → 2007-08-07
    Northwestern Mutual Investment Services, Llc
    Chicago, IL
    Chicago, IL
  • 2003-05-20 → 2007-04-30
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 2001-10-01 → 2006-01-31
    Network Planning Advisors, L.L.C.
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-12
S63 Uniform Securities Agent State Law Examination 1991-04-15
  • S65 Uniform Investment Adviser Law Examination
    1999-11-12
  • S63 Uniform Securities Agent State Law Examination
    1991-04-15
Designations
Other Names
  • Tim Mcgrath

View on SEC IAPD

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DOYENNE WEALTH ADVISORS

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SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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