Michael Mcgrath

Counterpoint Funds

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Current Employers

Counterpoint Funds

12770 High Bluff Drive Suite 380, San Diego, CA 92130 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-02-24

CA RA
APPROVED

Since 2026-02-24

Branch Locations

Waltham, MA • United States

12770 High Bluff Drive Suite 380, San Diego, CA 92130 • 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

Organization	City	State	From	To
Invesco	Boston	MA	12/2016	10/2020
Balance Wealth Advisors	Wellesley	MA	07/2013	12/2016
Unemployed	Boston	MA	10/2020	01/2021
Northern Lights Distributors, Llc	Elkhorn	NE	02/2021	Present
Cp Distributors, Inc.	San Diego	CA	01/2021	Present
Counterpoint Mutual Funds	Waltham	MA	01/2026	Present

12/2016 → 10/2020

Invesco

Boston, MA
07/2013 → 12/2016

Balance Wealth Advisors

Wellesley, MA
10/2020 → 01/2021

Unemployed

Boston, MA
02/2021 → Present

Northern Lights Distributors, Llc

Elkhorn, NE
01/2021 → Present

Cp Distributors, Inc.

San Diego, CA
01/2026 → Present

Counterpoint Mutual Funds

Waltham, MA

Previous Registrations

2021-10-11 → 2026-01-13

Counterpoint Asset Management Llc

Walpole, MA
2016-12-19 → 2020-10-02

Invesco Advisers, Inc.

Boston, MA
2016-11-28 → 2016-12-23

Stratos Wealth Partners, Ltd

Wellesley, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-06-29
S63	Uniform Securities Agent State Law Examination	2016-01-14

S66 Uniform Combined State Law Examination

2016-06-29
S63 Uniform Securities Agent State Law Examination

2016-01-14

View on SEC IAPD

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