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James George Mcgrath

Financial Strategies, Inc

Dripping Springs, TX

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Current Employers
Financial Strategies, Inc

Dripping Springs, TX • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-01
TX RA APPROVED 2022-11-03
  • MD RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2022-11-03

Branch Locations

Dripping Springs, TX • 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
Financial Management Group, Inc Rockville MD 01/1984 Present
Financial Strategies Inc. Rockville MD 12/1984 Present
  • 01/1984 → Present
    Financial Management Group, Inc
    Rockville, MD
  • 12/1984 → Present
    Financial Strategies Inc.
    Rockville, MD
Other Businesses

TAX PLANNING AND PREPARATION AT SAME ADDRESS AS ADVISORY BUSINESS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-05-13
S63 Uniform Securities Agent State Law Examination 1983-06-22
  • S65 Uniform Investment Adviser Law Examination
    1994-05-13
  • S63 Uniform Securities Agent State Law Examination
    1983-06-22
Designations
Other Names
  • James G Mcgrath

View on SEC IAPD

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