Ellen Hochron Gallagher

Current Employers

Employment History

• 08/2024 → Present
  Osaic Wealth, Inc.
  North Palm Beach, FL
• 10/2007 → 08/2024
  Triad Advisors, Inc
  Norcross, GA

Previous Registrations

• 2007-10-01 → 2024-08-23
  Triad Advisors Llc
  Atlanta, GA
  North Palm Beach, FL
• 2000-03-28 → 2007-10-12
  New England Securities
  Palm Beach Gardens, FL
  N. Palm Beach, FL

Other Businesses

1-LIFE SETTLEMENTS OF LIFE INSURANCE POSITION: NA NATURE: BRANCH OFFICE INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2007 ADDRESS: 701 US Hwy 1, Suite 404, North Palm Beach FL 33408, United States DESCRIPTION: COMPENSATION - COMMISSION, WITH OVERRIDE TO Osaic 2-INSURANCE POSITION: insurance agent NATURE: BRANCH OFFICE INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/01/1997 ADDRESS: 701 US Hwy 1, Suite 404, North Palm Beach FL 33408, United States DESCRIPTION: COMPENSATION - COMMISSIONS 3)South Florida Wealth Management LLC;investment related;701 US Hwy 1,#404,North Palm Beach,Fl 33408;DBA for securities & insurance written through Triad Advisors,Inc;member;1/1/2007;not mutually exclusive;6.5 hrs during trading;financial advisor/registered rep/IAR 4) ELLEN GALLAGHER POSITION: owner NATURE: sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2020 ADDRESS: 701 US Hwy 1, # 404, North Palm Beach FL 33408, United States DESCRIPTION: work with third party administrator to manage a self-funded health insurance plan ,insurance-health, dental, disability, eye care, life, ltc, ancilliary benefits, individual and group including due diligence reviews of existing benefits and pension plans

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-27
• S63 Uniform Securities Agent State Law Examination
  1997-11-18

Designations

Other Names

• Ellen H Gallagher
• Ellen H Gallagher
• Ellen Robin Hochron