Craig Jahncke Mcgrath

Current Employers

Employment History

• 07/2016 → 01/2017
  First Command Financial Planning, Inc.
  Garden Grove, CA
• 05/2016 → 10/2016
  City Of Long Beach
  Long Beach, CA
• 01/2017 → 11/2018
  First Command Financial Planning, Inc.
  Garden Grove, CA
• 01/2017 → 11/2018
  First Command Advisory Services, Inc.
  Garden Grove, CA
• 01/2017 → 11/2018
  First Command Insurance Services, Inc.
  Garden Grove, CA
• 11/2018 → 11/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seal Beach, CA
• 01/2021 → 05/2021
  Independent Financial Group
  Long Beach, CA
• 06/2021 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 07/2023 → Present
  Lpl Financial Llc
  Tempe, AZ

Previous Registrations

• 2022-02-23 → 2023-07-19
  Bancwest Investment Services, Inc.
  Tempe, AZ
  Omaha, NE
• 2021-09-17 → 2022-02-17
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 2021-01-04 → 2021-05-28
  Independent Financial Group, Llc
  San Diego, CA
  Long Beach, CA
  Long Beach, CA
• 2018-12-05 → 2020-12-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Seal Beach, CA
• 2016-12-19 → 2018-11-15
  First Command Advisory Services
  Garden Grove, CA
  Fort Worth, TX
  Rosamond, CA

Other Businesses

1- 12/02/2024 - BMO Investment services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/19/2023 - 120 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2016-12-15

Other Names

• Craig Jahncke Mcgrath
• Craig Mcgrath