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Brian James Mcgrath

LPl Financial LLC

Berwyn, PA

Blue Bell, PA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-02-01
  • PA RA
    APPROVED
    Since 2023-02-01

Branch Locations

1235 Westlakes Dr Ste 260, Berwyn, PA 19312 • United States

Blue Bell, PA • 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
Boenning & Scattergood West Conshohocken PA 12/2013 02/2023
Lpl Financial, Llc West Conshohocken PA 02/2023 Present
  • 12/2013 → 02/2023
    Boenning & Scattergood
    West Conshohocken, PA
  • 02/2023 → Present
    Lpl Financial, Llc
    West Conshohocken, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-07-06
S63 Uniform Securities Agent State Law Examination 1980-08-08
  • S65 Uniform Investment Adviser Law Examination
    1994-07-06
  • S63 Uniform Securities Agent State Law Examination
    1980-08-08
Other Names
  • Brian J Mcgrath

View on SEC IAPD

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