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Kristina Pauline Keck

Gallagher Fiduciary Advisors, LLC

San Francisco, CA

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Current Employers
Gallagher Fiduciary Advisors, Llc

2850 Golf Road, Rolling Meadows, IL 60008 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-02
  • CA RA
    APPROVED
    Since 2025-10-02

Branch Locations

50 California Street, 12Th Floor, San Francisco, CA 94111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc San Francisco CA 09/2014 09/2025
Global Retirement Partners Llc San Rafael CA 09/2014 09/2025
Fws Retirement Services, Llc San Francisco CA 05/2018 12/2023
Gallagher Fiduciary Advisors, Llc San Francisco CA 10/2025 Present
Osaic Wealth Scottsdale AZ 11/2025 Present
Previous Registrations
  • 2023-05-12 → 2025-10-06
    Lpl Financial Llc
    San Francisco, CA
    Novato, CA
  • 2014-09-17 → 2025-10-06
    Global Retirement Partners Llc
    San Francisco, CA
    San Rafael, CA
  • 2013-03-21 → 2014-11-17
    Financial Telesis Inc
    San Rafael, CA
    San Francisco, CA
  • 2011-03-10 → 2013-01-24
    Financial Advocates Investment Management
    Seattle, WA
    Santa Rosa, CA
  • 2009-09-08 → 2011-05-06
    Lpl Financial Llc
    Bellevue, WA
    Santa Rosa, CA
    Santa Rosa, CA
    Santa Rosa, CA
  • 2006-01-18 → 2009-10-13
    Associated Planners Investment Advisory Inc
    Santa Rosa, CA
  • 2006-01-26 → 2009-09-08
    Associated Securities Corp.
    Santa Rosa, CA
    Santa Rosa, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-18
S63 Uniform Securities Agent State Law Examination 1999-02-15
  • S66 Uniform Combined State Law Examination
    2005-11-18
  • S63 Uniform Securities Agent State Law Examination
    1999-02-15
Other Names
  • Kristina Sites

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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