Charles William Mcgrath

Current Employers

Employment History

• 01/1991 → Present
  Mcgrath Nothman Pc
  Phoenix/Scottsdale, AZ
• 06/1997 → 10/2019
  1St Global Capital Corp.
  Phoenix, AZ
• 09/1997 → 10/2019
  1St Global Advisors, Inc.
  Phoenix, AZ
• 10/2004 → 01/2020
  Avantax Insurance Services
  Phoenix, AZ
• 10/2019 → 01/2020
  Avantax Investment Services, Inc.
  Scottsdale, AZ
• 10/2019 → 01/2020
  Avantax Advisory Services
  Irving, TX
• 01/2020 → 10/2023
  Lincoln Financial Advisors Corporation
  Scottsdale, AZ
• 10/2023 → Present
  Lpl Financial Llc
  Scottsdale, AZ

Previous Registrations

• 2020-01-06 → 2023-10-26
  Osaic Fa, Inc.
  Scottsdale, AZ
  Fort Wayne, IN
• 2019-10-25 → 2020-01-03
  Avantax Advisory Services
  Irving, TX
• 1997-09-09 → 2019-10-25
  1St Global Advisors Inc
  Phoenix, AZ
  Scottsdale, AZ

Other Businesses

1) 10/06/2023 - Charles McGrath CPA - Business CPA Services - AZ 85254 - Non investment related - 5% Time spent - Start date: 5/1/1991. 2) 10/06/2023 - Validus Financial Associates PLLC - Business Entity For Tax/Investment Purposes Only - AZ 85383 - Investment related - Start date: 09/08/2023. 3) 10/06/2023 - PARO Accounting - Outside employment/1099 - independent CPA - AZ 85254 - Non investment related - 20 Hours per month - Start date: 05/01/1991. 4) 10/06/2023 - Notary - AZ 85254 - 2% Time spent - Start date: 01/01/1995. 5) 10/06/2023 - MCGRATH NOTHAM PC - Tax Prep/Accounting/CPA - Collecting tax documents, preparing tax returns, reviewing tax returns - AZ 85254 - 50 Hours per month - Start date: 03/01/1991. 6) 10/06/2023 - REFEREE YOUTH AND ADULT SOCCER GAMES - Coach/sports/Fitness - Soccer Referee - AZ 85254 - Non investment related - 25 Hours per month - Start date: 09/01/1995. 7) 10/06/2023 - INSTRUCTOR FOR INTUIT'S FOR LACERTE TAX SOFTWARE - Other/1099 - Teach virtual Classes about using the tax software - Az 85254 - Non investment related - 10 Hours per month - Start date: 08/01/2015.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-13
• S63 Uniform Securities Agent State Law Examination
  1996-07-17

Designations

Other Names

• Chuck Mcgrath
• Charles William Mcgrath
• Charles William Mcgrath