Kevin Bruen Mcgrath

Current Employers

Employment History

• 02/1993 → Present
  Mcgrath Insurance Brokerage Inc.
  Westborough, MA
• 06/2009 → 10/2019
  Cambridge Investment Reseach, Inc
  Fairfield, IA
• 06/2009 → 10/2019
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 10/2019 → 12/2022
  Securities America, Inc.
  Westborough, ME
• 10/2019 → Present
  The Patriot Financial Group, Llc
  Westborough, MA
• 12/2022 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL

Previous Registrations

• 2013-04-16 → 2019-11-06
  Cambridge Investment Research Advisors, Inc.
  Westborough, MA

Other Businesses

1.FIXED INSURANCE, NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, SALES OF LIFE INSURANCE, HEALTH INSURANCE, DISABILITY, LONG-TERM CARE INSURANCE, FIXED ANNIUTIES, GROUP INSURANCE, 5H/WEEK, 1H/WEEK DURING TRADING HOURS, SINCE 05/1978 2.KEVIN MCGRATH, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, OWNER, SALES AND SERVICE OF SECURITIES AS REGISTERED REPREPRESENTATIVE, INVESTMENT ADVISER REPRESENTATIVE AND INSURANCE PRODUCER, DBA FOR INVESTMENT, INSURANCE BUSINESS, 50H/WEEK, 40H/WEEK DURING TRADING HOURS, SINCE 05/2022 3.MCGRATH ADVISORS INC., INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, OWNER, PRESIDENT, DBA FOR INSURANCE AND INVESTMENTS, PURPOSE OF ENTITY SERVICE MARK, 0H/WEEK, SINCE 06/2013. 4.MCGRATH COMPANIES INC, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, OWNER, PRESIDENT, NON-OPERATING ENTITY USED AS A SERVICE MARK, 0H/WEEK, SINCE 09/2001 5.MCGRATH INSURANCE ADVISORS LLC, INSURANCE RELATED, ADDRESS SAME AS REGISTERED BRANCH, OWNER, PRESIDENT, NON-OPERATING ENTITY USED AS A SERVICE MARK, DBA FOR INSURANCE, 0H/WEEK, SINCE 07/2013. 6.MCGRATH INSURANCE BROKERAGE INC., INSURANCE RELATED, ADDRESS SAME AS REGISTERED BRANCH, OWNER, TREASURER, DIRECTOR, SECRETARY, DBA FOR INSURANCE, SALES AND SERVICE OF FIXED INSURANCE INCLUDING GROUP INSURANCE, 5H/WEEK, 2H/WEEK DURING TRADING HOURS, SINCE 02/1993. 7.THE PATRIOT FINANCIAL GROUP LLC, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, SEC REGISTERED INVESTMENT ADVISER, INVESTMENT ADVISER REPRESENTATIVE, SALES/SERVICE OF INVESTMENT ADISORY PRODUCTS, 50H/WEEK, 40H/WEEK DURING TRADING HOURS, SINCE 10/2019 8.TRUSTEE FOR 401K PLAN, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, FIDUCIARY, 1H/WEEK, SINCE 05/2022

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-11-12
• S63 Uniform Securities Agent State Law Examination
  1982-07-06