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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Consultants Of America | Richmond | VA | 09/2003 | Present |
| National Planning Corporation | Richmond | VA | 09/2007 | 10/2017 |
| Independent Financial Group, Llc | Richmond | VA | 10/2017 | 07/2023 |
| F3Logic, Llc | Richmond | VA | 10/2017 | 05/2023 |
| Gallagher Fiduciary Advisors, Llc | Richmond | VA | 06/2023 | Present |
| Triad Advisors | Norcross | GA | 07/2023 | 08/2024 |
| Osaic Wealth, Inc. | Richmond | VA | 08/2024 | Present |
1. GALLAGHER FIDUCIARY ADVISORS POSITION: IAR/Director of Client Services NATURE: Gallagher Fiduciary Advisors. Outside, Independent RIA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 10/31/2022 ADDRESS: 2104 W Laburnum Ave, 101, Richmond VA 23227, United States DESCRIPTION: I am Director of Client Services and ma fully licensed and registered as an IAR> I do not have a book of business but routinely speak with our clients and their accounts and investments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-08 |
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