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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-07-11 |
Branch Locations
834 East Washington Ave Suite 325, Madison, WI 53703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments, Inc | Appleton | WI | 07/2002 | 03/2017 |
| F3Logic, Llc | Appleton | WI | 10/2017 | 05/2023 |
| Independent Financial Group, Llc | Appleton | WI | 10/2017 | 07/2023 |
| Unemployed | Appleton | WI | 03/2017 | 10/2017 |
| F3 Investment Management, Llc | Appleton | WI | 10/2017 | 05/2023 |
| Gallagher Fiduciary Advisors, Llc | Appleton | WI | 06/2023 | Present |
| Triad Advisors | Norcross | GA | 07/2023 | 08/2024 |
| Osaic Wealth, Inc. | Richmond | VA | 08/2024 | Present |
1)F3 Logic LLC;investment related;2104 West Laburnum Avenue,Suite 101,Richmond,VA 23227;llc;registered admin;7/23/2023;160 hrs/month;130 hrs during trading;dba entity being held out for advisory services 2)Gallagher Fiduciary Advisors,LLC;investment related;2104 West Laburnum Ave,Suite 101,Richmond,VA 23227;RIA,LLC;compliance officer;6/1/2023;200 hrs/month;130 hrs during trading;compliance officer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-18 |
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