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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-04-22 |
| TX | RA | APPROVED | 2022-04-22 |
Branch Locations
2050 Main Street, Suite 1250, Irvine, CA 92614 • 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 | Norcross | GA | 03/2022 | 08/2024 |
| Gallagher Fiduciary Advisors, Llc | Irvine | CA | 04/2022 | Present |
| Osaic Wealth, Inc. | Irvine | CA | 08/2024 | Present |
1) GALLAGHER FIDUCIARY ADVISORS, LLC POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 04/01/2022 ADDRESS: 2850 Golf Road, Rolling Medows IL 60008, United States DESCRIPTION: Retirement Plan Investment Consulting (Institutional Investment Consulting)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-13 |
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