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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-29 |
| NJ | RA | APPROVED | 2022-04-25 |
| TX | RA | APPROVED_RES | 2022-04-18 |
Branch Locations
1205 Westlakes Dr., Suite 290, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfp Advisor Services, Llc | Mt. Laurel | NJ | 01/2016 | 09/2016 |
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 03/2022 |
| Triad | Norcross | GA | 03/2022 | Present |
| Gallagher Fiduciary Advisors, Llc | Berwyn | PA | 04/2022 | Present |
| Osaic Wealth, Inc. | Berwyn | PA | 08/2024 | Present |
1) Business Name: Gallagher Fiduciary Advisors Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Investment Consulting Position: Retirement Plan Consultant Start Date: 04/01/2022 Hours Per Month: 140 Hours Per Day: 6 Duties: Retirement plan consulting 2) Business Name: Gallagher Benefit Services Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Retirement Plan Consulting Services Position: Retirement Plan Consultant Start Date: 01/04/2016 Hours Per Month: 40 Hours Per Day: 2 Duties: Retirement plan consulting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-17 |
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