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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-04-22 |
Branch Locations
2600 S. Telegraph Rd. Suite 100, Bloomfield Hills, MI 48302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Distributors, Llc | Andover | MA | 01/2013 | 08/2018 |
| Massachusetts Mutual Life Insurance Company | Andover | MA | 01/2013 | 08/2018 |
| Unemployed | Oregon | OH | 09/2018 | 02/2019 |
| Kestra Financial, Inc. | Bingham Farms | MI | 03/2018 | 03/2022 |
| Triad Advisors Inc | Bloomfield Hills | MI | 03/2022 | 08/2024 |
| Gallagher Fiduciary Advisors, Llc | Bloomfield Hills | MI | 04/2022 | Present |
| Osaic Wealth, Inc. | Bloomfield Hills | MI | 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: 04/01/2022 Hours Per Month: 40 Hours Per Day: 2 Duties: Retirement plan consulting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-16 |
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