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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Schaumburg | IL | 06/2016 | 07/2020 |
| Fidelity Personal And Workplace Advisors | Schaumburg | IL | 07/2018 | 07/2020 |
| Unemployed | Schaumburg | IL | 08/2020 | 08/2020 |
| J.P. Morgan Securities, Llc | Schamburg | IL | 09/2020 | 10/2024 |
| J.P. Morgan Chase Bank, N.A. | Schaumburg | IL | 09/2020 | 10/2024 |
| Strategic Advisers Llc | Schaumburg | IL | 06/2016 | 07/2018 |
| Ash Brokerage | Fort Wayne | IN | 12/2022 | 03/2024 |
| Wintrust Investments Llc | Palatine | IL | 10/2024 | 01/2025 |
| Lpl Financial Llc | Palatine | IL | 01/2025 | 11/2025 |
| Gallagher Fiduciary Advisors, Llc | Rolling Meadows | IL | 11/2025 | Present |
| Osaic Wealth, Inc. | Scottsdale | AZ | 11/2025 | Present |
GALLAGHER BENEFIT SERVICES POSITION: Agent/Advisor NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2025 ADDRESS: 2850 Golf Rd, Rolling Meadows IL 60008, United States DESCRIPTION: Assist clients with fixed annuities / fixed insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-06 |
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