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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-22 |
| NJ | RA | APPROVED | 2022-04-25 |
| TX | RA | APPROVED | 2022-04-21 |
Branch Locations
1205 Westlakes Dr., Suite 290, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 03/2022 |
| Triad Advisors | Norcross | GA | 03/2022 | 08/2024 |
| Gallagher Fiduciary Advisors, Llc | Berwyn | PA | 04/2022 | Present |
| Osaic Wealth, Inc. | Berwyn | PA | 08/2024 | Present |
1) GALLAGHER FIDUCIARY ADVISORS POSITION: Area Executive VP NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/21/2022 ADDRESS: 1205 Westlakes Drive, Ste. 290, Berwyn PA 19312, United States DESCRIPTION: I work for Gallagher. Osaic is our B/D for limited commission business we have.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-02 |
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