Patrick Robert Macgrath

Current Employers

Employment History

• 04/2011 → 10/2017
  Sii Investments, Inc.
  Appleton, WI
• 10/2017 → 01/2024
  Woodbury Financial Services Inc
  Appleton, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Appleton, WI

Previous Registrations

• 2017-10-27 → 2024-01-19
  Woodbury Financial Services, Inc.
  Appleton, WI
  Appleton, WI
  Naples, FL
• 2011-04-18 → 2017-10-30
  Sii Investments, Inc.
  Depere, WI
  Appleton, WI
  Depere, WI
  Green Bay, WI
  Green Bay, WI
  Appleton, WI
• 2009-02-17 → 2011-04-19
  National Planning Corporation
  Alameda, CA
  De Pere, WI
• 2005-09-22 → 2010-09-28
  Sterling Financial Services, Inc.
  Walnut Creek, CA
• 2006-01-09 → 2009-03-04
  Osaic Wealth, Inc.
  Walnut Creek, CA
  Walnut Creek, CA
  Walnut Creek, CA

Other Businesses

1. Tenacity Advisory Group, Inc; POSITION Affiliated Advisor; NATURE S Corporation; INVESTMENT RELATED No; # OF HOURS 0; # OF SECURITY HOURS 0; START DATE 06/01/2019; ADDRESS 566 Red Bird Circle DePere, WI 54115 ' DESCRIPTION Share Best Practices 2. PRIVATE WEALTH MANAGEMENT GROUP POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2014 ADDRESS: 2809 W Carrera Ct, Green Bay WI 54311, United States DESCRIPTION: Comprehensive Special Needs Planning for families with individuals who have a disability

Exams

• S66 Uniform Combined State Law Examination
  2002-09-04