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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-18 |
Branch Locations
9442 Capital Of Texas Highway N., Suite 950, Austin, TX 78759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Austin | TX | 03/2015 | 02/2018 |
| John Hancock Distributors Llc | Englewood | CO | 04/2015 | 02/2018 |
| Pensionmark Securities, Llc | Santa Barbara | CA | 02/2018 | 01/2024 |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 02/2018 | 01/2024 |
| Triad Advisors | Atlanta | GA | 03/2024 | 08/2024 |
| Gallagher Fiduciary Advisors, Llc | Austin | TX | 03/2024 | Present |
| Osaic Wealth, Inc. | Austin | TX | 08/2024 | Present |
1)Gallagher Benefit Services,Inc;investment related;2850 Golf Road,Rolling Meadows,IL 60008;corporation;retirement plan consultant;1/16/2024;40 hrs/month;2 hrs during trading;retirement plan consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-18 |
| S66 | Uniform Combined State Law Examination | 2011-02-19 |
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