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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-04-21 |
Branch Locations
10900 Ne 8Th St., Suite 750, Bellevue, WA 98004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Seattle | WA | 08/2002 | 06/2018 |
| Kestra Advisory Services, Llc | Bellevue | WA | 07/2018 | 03/2022 |
| Gallagher Benefit Services - Bellevue | Bellevue | WA | 07/2018 | 03/2022 |
| Triad Advisors | Norcross | GA | 03/2022 | 08/2024 |
| Gallagher Fiduciary Advisors, Llc | Bellevue | WA | 04/2022 | Present |
| Osaic Wealth, Inc. | Bellevue | WA | 08/2024 | Present |
GALLAGHER FIDUCIARY ADVISORS LLC POSITION: Retirement Plan Consultant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 07/02/2018 ADDRESS: 10900 NE 8th St, 750, Bellevue WA 98004, United States DESCRIPTION: consult with clients on retirement plans and the investments held within them
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-15 |
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