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Patrick J Mcgrady

LPl Financial LLC

Fort Mill, SC

Red Bank, NJ

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-08-28
  • NJ RA
    APPROVED
    Since 2025-08-28

Branch Locations

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

Red Bank, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Weehawken NJ 10/2015 03/2020
Patrick Mcgrady (Self-Employed) Red Bank NJ 03/2020 07/2025
Lpl Financial Llc Fort Mill SC 07/2025 Present
  • 10/2015 → 03/2020
    Ubs Financial Services
    Weehawken, NJ
  • 03/2020 → 07/2025
    Patrick Mcgrady (Self-Employed)
    Red Bank, NJ
  • 07/2025 → Present
    Lpl Financial Llc
    Fort Mill, SC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-11-24
S63 Uniform Securities Agent State Law Examination 2010-10-01
  • S66 Uniform Combined State Law Examination
    2010-11-24
  • S63 Uniform Securities Agent State Law Examination
    2010-10-01
Other Names
  • Patrick Joseph Mcgrady
  • Patrick J Mcgrady
  • Patrick Mcgrady

View on SEC IAPD

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INSIGHT SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
SCHWAB WEALTH ADVISORY, INC.
PFS INVESTMENTS INC.

Other Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

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