Victor Calatrava

Current Employers

Employment History

• 03/2015 → 10/2019
  John Hancock Distributors Llc
  Atlanta, GA
• 11/2014 → 10/2019
  John Hancock
  Jacksonville, FL
• 02/2020 → 02/2021
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 12/2019 → 02/2021
  Harden
  Jacksonville, FL
• 02/2021 → 03/2022
  Kestra Investment Services, Llc
  Jacksonville, FL
• 04/2022 → 08/2024
  Triad Advisors
  Norcross, GA
• 04/2022 → Present
  Gallagher Fiduciary Advisors, Llc
  Jacksonville, FL
• 08/2024 → Present
  Osaic Wealth, Inc.
  Jacksonville, FL

Previous Registrations

• 2000-11-28 → 2008-05-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

1)Gallagher Fiduciary Advisors,LLC;investment related;2850 Golf Road,Rolling Meadows,IL 60008;investment consulting;retirement plan consultant;4/1/2022;140 hrs/month;6 hrs during trading;retirement plan consulting 2)Gallagher Benefit Services,Inc;investment related;2850 Golf Road,Rolling Meadows,IL 60008;retirement plan consulting services;retirement plan consultant;12/21/2020;40 hrs/month;2 hrs during trading;retirement plan consulting 3) GALLAGHER FIDUCIARY ADVISORS, LLC POSITION: Retirement Plan Consultant NATURE: Independent RIA with specialization in ERISA qualified retirement plan business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2026 ADDRESS: 2850 Golf Road, Rolling Meadows IL 60008, United States DESCRIPTION: Employer sponsored retirement plan support.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-31
• S66 Uniform Combined State Law Examination
  2002-11-27
• S63 Uniform Securities Agent State Law Examination
  2001-01-19