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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-06-08 |
Branch Locations
115 Federal St., 8Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 03/2022 |
| Triad Advisors Inc | Norcross | GA | 03/2022 | 08/2024 |
| Gallagher Fiduciary Advisors, Llc | Boston | MA | 04/2022 | Present |
| Osaic Wealth, Inc. | Boston | MA | 08/2024 | Present |
1. GALLAGHER BENEFIT SERVICES, INC. POSITION: Area Vice President, Retirement Plan Consulting NATURE: Retirement Plan Consulting Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2013 ADDRESS: 2850 Golf Road, Rolling Meadows IL 60008, United States DESCRIPTION: Retirement Plan Consulting 2. GALLAGHER FIDUCIARY ADVISORS, LLC POSITION: Area Vice President, Retirement Plan Consulting NATURE: Investment Consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 6 START DATE: 04/01/2022 ADDRESS: 2850 Golf Road, Rolling Meadows IL 60068, United States DESCRIPTION: Retirement Plan Consulting
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-02-06 |
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