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Current Employers
Gallagher Fiduciary Advisors, Llc

2850 Golf Road, Rolling Meadows, IL 60008 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-06-17
  • LA RA
    APPROVED
    Since 2025-06-17

Branch Locations

4041 Essen Lane, Suite 101, Baton Rouge, LA 70809 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2006 → 06/2022
    Bancorpsouth Insurance Services Inc
    Baton Rouge, LA
  • 09/2011 → 03/2018
    Lpl Financial
    Baton Rouge, LA
  • 03/2018 → 11/2022
    Infinex Investments, Inc.
    Meriden, CT
  • 11/2022 → 12/2023
    Lpl Financial Llc
    Baton Rouge, LA
  • 11/2022 → 12/2023
    Cadence Bank
    Baton Rouge, LA
  • 12/2023 → 08/2024
    Triad Advisors
    Norcross, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Baton Rouge, LA
  • 02/2025 → Present
    Baton Rouge, LA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-16
S63 Uniform Securities Agent State Law Examination 2004-12-22
  • S65 Uniform Investment Adviser Law Examination
    2025-06-16
  • S63 Uniform Securities Agent State Law Examination
    2004-12-22
Other Names
  • Tina M Blanchard
  • Tina M Fremin
  • Tina M Ernest

View on SEC IAPD

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