KATHLEEN ANN MCGRATH is an investment adviser representative (IAR) with state registration records since 1999, appearing at 5 firms. Currently registered with VALMARK ADVISERS INC, W3 WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| W3 WEALTH ADVISORS, LLC | 2020-08-18 | present | Yes |
| VALMARK ADVISERS INC | 2020-08-16 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2008-01-01 | 2020-08-17 | — |
| A. G. EDWARDS & SONS, INC. | 2007-01-08 | 2008-01-01 | — |
| KEYBANC CAPITAL MARKETS INC. | 1999-11-22 | 2007-01-22 | — |