Lisa Ann Mcgrath

Current Employers

Employment History

• 09/2014 → 06/2020
  Voya Financial Advisors
  Amana, IA
• 06/2020 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2020 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2013-04-02 → 2020-07-01
  Voya Financial Advisors, Inc.
  Cedar Rapids, IA
  Amana, IA
  Des Moines, IA
  Cedar Rapids, IA
  Hiawatha, IA
  Cedar Rapids, IA
  Nevada, IA

Other Businesses

1) LONGVIEW FINANCIAL SERVICES, INC. 4304 220 TRAIL, STE 5 PO BOX 330, AMANA, IA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES,INV REL, 10/01/14, 10/WK- 10/TRADING 2) AMANA COLONIES HISTORICAL SITES FOUNDATION, 4304-220TH TRAIL, PO BOX 28, AMANA, IA, BOARD MEMBER OF A NON-PUBLIC ENTITY, NIR, 05/01/00, 2/MO- 1/TRADING 3) MARY KAY, 16251 DALLAS PARKWAY, ADDISON, TX, COSMETIC CONSULTANT, NIR, 05/01/06, 4/YR- 0/TRADING 4) LONGVIEW FINANCIAL SERVICES, 4304 220TH TRAIL, STE 5, PO BOX 330, AMANA, IA, DBA-S CORP INV REL- 10/01/15, 50/WK- 32.5/TRADING 5) LONGVIEW FINANCIAL SERVICES, INC. 4304-220TH TRAIL, STE 5, PO BOX 330, AMANA, IA, CPA/ENROLLED AGENT/TAX PREP/ACCOUNTING SERVICES- NIR, 01/30/95, CPA-1/YR- 0/TRADING 6) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 06/26/20

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-11-05

Designations

Other Names

• Lisa Ann Smyth