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3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-13 |
Branch Locations
1055 Westlakes Dr. Suite 300, Berwyn, PA 19312 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Berwyn | PA | 07/2015 | 07/2017 |
| Wells Fargo Advisors Financial Network, Llc | Paoli | PA | 07/2017 | 07/2023 |
| Nations Financial Group, Inc. | Berwyn | PA | 07/2023 | Present |
MCGROARTY iNVESTMENT GROUP; 1055 WESTLAKES DR., SUITE 300 BERWYN, PA 19312 ; IS INVESTMENT RELATED; DBA TO OFFER INVESTMENT AND ADVISORY SERVICES; POSITION IS OWNER; STARTED 7/1/2023; START DATE 07/17/2015; NUMBER OF HOURS PER MONTH 175; NUMBER OF HOURS DURING TRADING 175; DUTIES ARE ACCOUNT MANAGEMENT, ETC; insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-22 |
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