Patrick Gerald Mcgrath

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2012-02-09
MI	RA	APPROVED	2010-06-04

TX RA
APPROVED_RES

Since 2012-02-09
MI RA
APPROVED

Since 2010-06-04

Branch Locations

65905 Van Dyke, Washington Twp, MI 48095 • United States

Disclosures

1 disclosure category 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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Center For Wealth Planning, Inc.	Troy	MI	01/2006	01/2018
Lpl Financial Corporation	Washington Twp	MI	09/2009	Present

01/2006 → 01/2018

Center For Wealth Planning, Inc.

Troy, MI
09/2009 → Present

Lpl Financial Corporation

Washington Twp, MI

Other Businesses

1. 03/31/2010 - DBA ONLY, DIVERSIFIED FINANCIAL SERVICES, INC., MI.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1996-02-16

S63 Uniform Securities Agent State Law Examination

1996-02-16

Designations

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews