Neal Anthony Mcgrath

Current Employers

Employment History

• 12/2012 → 01/2017
  Lpl Financial Llc
  Pittsburgh, PA
• 12/2013 → Present
  Cwm, Llc
  Pittsburg, PA
• 01/2017 → 05/2023
  Cetera Advisor Networks Llc
  El Segundo, CA
• 12/2012 → 05/2023
  Aptus Wealth Planning
  Pittsburg, PA
• 05/2023 → Present
  Carson Wealth
  Pittsburg, PA

Previous Registrations

• 2012-12-19 → 2013-12-10
  Private Advisor Group, Llc
  Pittsburgh, PA
  Morristown, NJ
• 2003-11-13 → 2012-12-21
  Ameriprise Financial Services, Llc
  Bethel Park, PA
  Export, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Carnegie, PA

Other Businesses

NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FIXED INSURANCE ; START DATE: 4/2020 ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT ; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND ANNUITIES ; NAME OF OTHER BUSINESS: PITTSBURG WEALTH MANAGEMENT, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BUSINESS ENTITY START DATE: 11/2012 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: BUSINESS ENTITY FOR TAX PURPOSES ONLY

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-11-07
• S63 Uniform Securities Agent State Law Examination
  1998-02-13