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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-15 |
Branch Locations
9442 Capital Of Texas Hwy North, Ste. 950, Austin, TX 78260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gallagher Benefit Services, Inc. | Austin | TX | 01/2007 | 03/2022 |
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 03/2022 |
| Triad Advisors | Norcross | GA | 03/2022 | 08/2024 |
| Gallagher Fiduciary Advisors, Llc | Austin | TX | 04/2022 | Present |
| Osaic Wealth, Inc. | Austin | TX | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-18 |
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