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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-11 |
Branch Locations
4250 Congress Street, Suite 200, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth Inc | Scottsdale | AZ | 05/2026 | Present |
| Guardian Life Insurance Co Of America | Charlotte | NC | 09/2013 | 06/2022 |
| Park Avenue Securities Llc | Charlotte | NC | 11/2013 | 06/2022 |
| Massmutual Life Insurance Co | Charlotte | NC | 06/2022 | 12/2024 |
| Mml Investors Services, Llc | Charlotte | NC | 07/2022 | 12/2024 |
| Guardian Life Insurance Company | Charlotte | NC | 12/2024 | 02/2026 |
| Park Avenue Securities | Charlotte | NC | 12/2024 | 02/2026 |
| Gallagher Fiduciary Advisors, Llc | Charlotte | NC | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-13 |
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