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Current Employers
Gallagher Fiduciary Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-08-29
PA RA APPROVED 2024-08-15
  • IL RA
    APPROVED
    Since 2024-08-29
  • PA RA
    APPROVED
    Since 2024-08-15

Branch Locations

2850 Golf Road, Rolling Meadows, IL 60008 • 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
Hornor Townsend & Kent Inc Horsham PA 08/2012 10/2016
Invest Financial Corp. Tampa FL 10/2016 07/2017
Invest Financial Corp Tampa FL 08/2017 02/2018
Grove Point Investments, Llc Rockville MD 02/2018 06/2024
Grove Point Advisors, Llc Rockville MD 04/2021 06/2024
Gbs Retirement Services, Inc. Rolling Meadows IL 07/2024 Present
Gallagher Fiduciary Advisors, Llc Rolling Meadows IL 07/2024 Present
  • 08/2012 → 10/2016
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 10/2016 → 07/2017
    Invest Financial Corp.
    Tampa, FL
  • 08/2017 → 02/2018
    Invest Financial Corp
    Tampa, FL
  • 02/2018 → 06/2024
    Grove Point Investments, Llc
    Rockville, MD
  • 04/2021 → 06/2024
    Grove Point Advisors, Llc
    Rockville, MD
  • 07/2024 → Present
    Gbs Retirement Services, Inc.
    Rolling Meadows, IL
  • 07/2024 → Present
    Rolling Meadows, IL
Previous Registrations
  • 2021-04-01 → 2024-06-10
    Grove Point Advisors, Llc
    Rockville, MD
    Rockville, MD
  • 2018-02-27 → 2021-04-01
    Grove Point Investments, Llc
    Rockville, MD
  • 2017-08-21 → 2018-02-26
    Invest Financial Corporation
    Appleton, WI
  • 2017-01-30 → 2017-07-14
    Invest Financial Corporation
    Appleton, WI
  • 2004-09-21 → 2006-05-09
    Td Ameritrade, Inc.
    New York, NY
    New York, NY
  • 2004-06-10 → 2004-07-27
    Los Angeles, CA
  • 2004-05-11 → 2004-05-20
    Securities America Advisors, Inc.
    Santa Monica, CA
Other Businesses

1) SHORT-TERM RENTAL PROPERTY POSITION: Owner NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/08/2022 ADDRESS: 579 Tuckahoe Trail, Hedgesville WV 25427, United States DESCRIPTION: Assistance with bookings and guest inquiries. 2) Gallagher Fiduciary Advisors, LLC; Investment Advisory; 06/2024; 2850 Gold Road, Rolling Meadows, IL 60008; Compliance oversight

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-27
S63 Uniform Securities Agent State Law Examination 1997-11-10
  • S65 Uniform Investment Adviser Law Examination
    2017-01-27
  • S63 Uniform Securities Agent State Law Examination
    1997-11-10
Other Names
  • Jason Roberto Albino
  • Jason Albino
  • Jason R. Albino
  • Jason R Albino

View on SEC IAPD

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