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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-01 |
Branch Locations
1205 Westlakes Drive Suite 290, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Pittsburgh | PA | 06/2013 | 12/2022 |
| Gallagher Fiduciary Advisors, Llc | Berwyn | NJ | 06/2026 | Present |
| Global Retirement Partners, Llc | Pittsburgh | PA | 03/2017 | 01/2018 |
| Lpl Financial | Pittsburgh | PA | 02/2023 | 04/2025 |
| Henderson Brothers Financial Partners Llc | Pittsburgh | PA | 01/2025 | 04/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-15 |
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