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Current Employers
Gallagher Fiduciary Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-20
OH RA APPROVED 2025-10-20
  • CA RA
    APPROVED
    Since 2025-10-20
  • OH RA
    APPROVED
    Since 2025-10-20

Branch Locations

2050 Main Street, Ste. 1250, Irvine, CA 92614 • United States

1350 Euclid Avenue Suite 1200, Cleveland, OH 44115 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pro Financial Network Westlake OH 10/2014 10/2020
Charles Schwab Richfield OH 10/2020 03/2022
Empower Greenwood Village CO 04/2022 05/2025
Gallagher Fiduciary Advisors, Llc Cleveland OH 06/2025 Present
Osaic Wealth Scottsdale AZ 09/2025 Present
  • 10/2014 → 10/2020
    Pro Financial Network
    Westlake, OH
  • 10/2020 → 03/2022
    Charles Schwab
    Richfield, OH
  • 04/2022 → 05/2025
    Empower
    Greenwood Village, CO
  • 06/2025 → Present
    Cleveland, OH
  • 09/2025 → Present
    Osaic Wealth
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-17
S63 Uniform Securities Agent State Law Examination 2022-07-27
  • S65 Uniform Investment Adviser Law Examination
    2025-10-17
  • S63 Uniform Securities Agent State Law Examination
    2022-07-27
Other Names
  • Maureen Elizabeth Barry
  • Maureen Elizabeth Gordillo

View on SEC IAPD

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