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55 West Street Suite 201, Walpole, MA 02081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-07-01 |
Branch Locations
33 Lyman St Suite 301, Westborough, MA 01581 • United States
55 West Street Suite 201, Walpole, MA 02081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research | Fairfield | IA | 08/2019 | 10/2019 |
| Cambridge Investment Research | Fairfield | IA | 08/2019 | 10/2019 |
| Pignatare & Sagan Llc | Westfield | MA | 01/2018 | 05/2018 |
| Mcgrath Advisors Inc. | Westborough | MA | 12/2014 | Present |
| Meyers Brothers Kalica, Pc | Holyoke | MA | 06/2018 | 09/2018 |
| Westfield State University | Westfield | MA | 09/2014 | 05/2018 |
| Westfield State University - Banacos Center | Westfield | MA | 09/2016 | 05/2018 |
| Milano's House Of Pizza | Nashua | NH | 09/2018 | 12/2018 |
| Nelsons Hall Bitters Pub | Washington Island | WI | 06/2017 | 08/2017 |
| Securities America, Inc. | Westborough | MA | 10/2019 | 12/2022 |
| The Patriot Financial Group | Westborough | MA | 06/2020 | Present |
| Mcgrath Insurance Brokerage Inc | Westborough | MA | 03/2019 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 12/2022 | Present |
1) MCGRATH INSURANCE BROKERAGE INC., NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, EMPLOYEE, SALES OF INSURANCE, 10H/WEEK, 5H/WEEK DURING TRADING HOURS, SINCE 03/2019. 2) FIXED INSURANCE, NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, SALES OF LIFE INSURANCE, HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, LONG-TERM CARE INSURANCE, 3H/WEEK, 1H/WEEK DURING TRADING HOURS, SINCE 08/2021 3) MCGRATH ADVISORS INC, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, EMPLOYEE, INVESTMENT ADVISER, DBA FOR INVESTMENT BUSINESS, FINANCIAL PLANNER, 40H/WEEK, SINCE 12/2014 4) THE PATRIOT FINANCIAL GROUP LLC, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, SEC REGISTERED INVESTMENT ADVISER, INVESTMENT ADVISER REPRESENTATIVE, 40H/WEEK, SINCE 06/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-24 |
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