Sara Elizabeth Mcgrath

Current Employers

Employment History

• 05/2012 → Present
  Lincoln Investment Planning, Inc.
  Wyncote, PA

Previous Registrations

• 2005-10-18 → 2012-04-30
  Legend Advisory, Llc
  Palm Beach Gardens, FL
  Worcester, MA

Other Businesses

GRAFTON YOUTH LACROSSE POSITION: Grafton Youth Lacrosse Girls Coordinator NATURE: Youth Sports INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 4 START DATE: 05/23/2022 ADDRESS: 24 Providence Road, North Grafton MA 01536, United States DESCRIPTION: I am the programs Girls Coordinator. I am responsible for coordinating coaches, schedules, and events. I am the liaison from the league the youth players play in to the town. INSURANCE POSITION: appointed independent agent NATURE: life insurance and fixed annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2006 ADDRESS: 57 Cedar St, Worcester MA 01609, United States DESCRIPTION: Directly appointed with insurance carriers to sell life insurance and fixed annuity products to clients. MCGRATH & MERRILL ASSOCIATES, INC. POSITION: President NATURE: effective 1/1/23 McGrath & Merrill Associates, Inc will purchase the investment business of Clifford & Rano Associates, Inc but still DBA Clifford & Rano Associates. INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2023 ADDRESS: 57 Cedar St, Worcester MA 01609, United States DESCRIPTION: I will be the President of McGrath & Merrill Associates Inc DBA Clifford & Rano Associates.

Exams

• S66 Uniform Combined State Law Examination
  2004-11-04

Other Names

• Sara Peterson
• Sara Elizabeth Peterson