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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-04-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Northbrook | IL | 11/2011 | 03/2017 |
| Gallagher Benefit Services / Kestra | Rolling Meadows | IL | 03/2017 | 03/2022 |
| Kestra Financial, Inc | Austin | TX | 03/2017 | 03/2022 |
| Triad Advisors Inc | Norcross | GA | 03/2022 | 08/2024 |
| Gallagher Fiduciary Advisors, Llc | Rolling Meadows | IL | 04/2022 | Present |
| Osaic Wealth, Inc. | Rolling Meadows | IL | 08/2024 | Present |
1) Business Name: Gallagher Fiduciary Advisors Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Investment Consulting Position: Senior Retirement Plan Consultant Start Date: 04/01/2022 Hours Per Month: 140 Hours Per Day: 6 Duties: Retirement plan consulting 2) Business Name: Gallagher Benefit Services Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Retirement Plan Consulting Services Position: Senior Retirement Plan Consultant Start Date: 03/20/2017 Hours Per Month: 40 Hours Per Day: 2 Duties: Retirement plan consulting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-01 |
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