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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-06-17 |
Branch Locations
4041 Essen Lane, Suite 101, Baton Rouge, LA 70809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancorpsouth Insurance Services Inc | Baton Rouge | LA | 01/2006 | 06/2022 |
| Lpl Financial | Baton Rouge | LA | 09/2011 | 03/2018 |
| Infinex Investments, Inc. | Meriden | CT | 03/2018 | 11/2022 |
| Lpl Financial Llc | Baton Rouge | LA | 11/2022 | 12/2023 |
| Cadence Bank | Baton Rouge | LA | 11/2022 | 12/2023 |
| Triad Advisors | Norcross | GA | 12/2023 | 08/2024 |
| Osaic Wealth, Inc. | Baton Rouge | LA | 08/2024 | Present |
| Gallagher Fiduciary Advisors, Llc | Baton Rouge | LA | 02/2025 | Present |
1)Gallagher Benefit Services, Inc.; investment related;2850 Golf Road, Rolling Meadows, IL 60008;Corporation;Senior Account Executive;12/15/2023;40 hrs/month;2 hrs during trading; retirement plan consulting 2)Candance Insurance; investment related;4041 Essen Lane, Suite 101, Baton Rouge, LA 70809;Corporation;Senior Account Executive;07/01/2022;20 hrs/month;8 hrs during trading; sales preparation materials and service for individual insurance products such as Life, Disability, Long Term Care and Fixed Annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-22 |
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