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Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-10-12 |
| IL | RA | APPROVED | 2017-11-02 |
Branch Locations
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc. | St Paul | MN | 09/2004 | 11/2017 |
| Minnesota Life Ins Co | St Paul | MN | 09/2004 | 11/2017 |
| Gcg Financial, Llc | Deerfield | IL | 01/2015 | Present |
| Triad Advisors, Inc. | Norcross | GA | 11/2017 | 08/2024 |
| Alera Investment Advisors, Llc | Chicago | IL | 11/2017 | Present |
| Osaic Wealth, Inc. | Charlotte | NC | 08/2024 | Present |
1) GCG Financial;investment related;Same Address;fixed business;broker;10/2004;varies;varies;provide fixed business products to clients-LTC,property,casualty insurance,disability insurance,group benefits 2) ALERA POSITION: Senior Partner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2004 ADDRESS: 3 Parkway N Ste 500, Deerfield IL 60015, United States DESCRIPTION: benefits consulting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-01 |
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