# KATHLEEN ANN MCGRATH

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [W3 WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/129549) | 2020-08-18 | present | Yes |
| [VALMARK ADVISERS INC](https://search.stillhousedata.com/firm/108050) | 2020-08-16 | present | Yes |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2008-01-01 | 2020-08-17 | — |
| [A. G. EDWARDS & SONS, INC.](https://search.stillhousedata.com/firm/4) | 2007-01-08 | 2008-01-01 | — |
| [KEYBANC CAPITAL MARKETS INC.](https://search.stillhousedata.com/firm/566) | 1999-11-22 | 2007-01-22 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2622547)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2622547.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.