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Hannah Lizabeth Mcgrath

Ameriprise Financial Services, LLC

Raleigh, NC

Saint Joseph, MI

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-07
TX RA APPROVED_RES 2021-07-07
NC RA APPROVED 2017-09-25
  • MI RA
    APPROVED
    Since 2025-03-07
  • TX RA
    APPROVED_RES
    Since 2021-07-07
  • NC RA
    APPROVED
    Since 2017-09-25

Branch Locations

3600 Glenwood Ave Ste 130, Raleigh, NC 27612 • United States

Saint Joseph, MI • 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
Plante Moran Financial Advisors Chicago IL 08/2014 11/2016
Unemployed Cary NC 12/2016 02/2017
Bb&T Securities Raleigh NC 02/2017 07/2017
Unemployed Raleigh NC 07/2017 09/2017
Ameriprise Financial Services, Inc. Raleigh NC 09/2017 03/2020
Ameriprise Financial Services, Llc Raleigh NC 03/2020 Present
  • 08/2014 → 11/2016
    Plante Moran Financial Advisors
    Chicago, IL
  • 12/2016 → 02/2017
    Unemployed
    Cary, NC
  • 02/2017 → 07/2017
    Bb&T Securities
    Raleigh, NC
  • 07/2017 → 09/2017
    Unemployed
    Raleigh, NC
  • 09/2017 → 03/2020
    Ameriprise Financial Services, Inc.
    Raleigh, NC
  • 03/2020 → Present
    Ameriprise Financial Services, Llc
    Raleigh, NC
Previous Registrations
Other Businesses

Real Estate Ownership; Multi-Family; 200 S Dawson, Unit 103, Raleigh, NC, 27601; Not Investment-Related; 08/11/2025.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-06-09
S65 Uniform Investment Adviser Law Examination 2015-03-24
  • S63 Uniform Securities Agent State Law Examination
    2017-06-09
  • S65 Uniform Investment Adviser Law Examination
    2015-03-24
Other Names
  • Hannah Lizabeth Mcgrath
  • Hannah Mcgrath
  • Hannah Mcgrath

View on SEC IAPD

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Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

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