This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CORIENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Chartered Financial Analyst

Exams

S63

First exam

Mar 9, 2022

First registration

Mar 30, 2023

Dual registered

no

Other names

THOMAS MCGRATH|THOMAS P MCGRATH|THOMAS PATRICK MCGRATH

IAPD individual key

5731205

• Occurred

  Dec 14, 2023
  Advisor changed firm

  Thomas Patrick Mcgrath left Segall Bryant & Hamill for Corient (registered 2023-04-10)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:edd82d6f-c27e-2e8c-d419-308866a6ad22

First observed

Mar 30, 2023

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.