Best Investors Account Sign in
Claim This Profile
Current Employers
Gallagher Fiduciary Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-02-12
SC RA APPROVED 2026-02-11
  • NC RA
    APPROVED
    Since 2026-02-12
  • SC RA
    APPROVED
    Since 2026-02-11

Branch Locations

4250 Congress Street, Suite 200, Charlotte, NC 28209 • 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
Guardian Life Insurance Co Mt Pleasant SC 04/2014 06/2022
Park Avenue Securities Llc Mt Pleasant SC 04/2014 06/2022
Massmutual Life Insurance Co Mount Pleasant SC 06/2022 12/2024
Mml Investors Services, Llc Mount Pleasant SC 07/2022 12/2024
Park Avenue Securities Mt Pleasant SC 12/2024 02/2026
Guardian Life Insurance Company Mt Pleasant SC 12/2024 02/2026
Gallagher Fiduciary Advisors, Llc Charlotte NC 02/2026 Present
Osaic Wealth Scottsdale AZ 05/2026 Present
  • 04/2014 → 06/2022
    Guardian Life Insurance Co
    Mt Pleasant, SC
  • 04/2014 → 06/2022
    Mt Pleasant, SC
  • 06/2022 → 12/2024
    Massmutual Life Insurance Co
    Mount Pleasant, SC
  • 07/2022 → 12/2024
    Mount Pleasant, SC
  • 12/2024 → 02/2026
    Park Avenue Securities
    Mt Pleasant, SC
  • 12/2024 → 02/2026
    Guardian Life Insurance Company
    Mt Pleasant, SC
  • 02/2026 → Present
    Charlotte, NC
  • 05/2026 → Present
    Osaic Wealth
    Scottsdale, AZ
Previous Registrations
Other Businesses

1. GALLAGHER BENEFIT SERVICES, INC. POSITION: National Practice Leader NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 60 START DATE: 02/02/2026 ADDRESS: 4250 Congress St Suite 200, Charlotte NC 28209, United States DESCRIPTION: Institutional Consulting/Employer 2. GBS INSURANCE AND FINANCIAL SERVICES, INC. POSITION: National Practice Leader NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 1 START DATE: 02/02/2026 ADDRESS: 4250 Congress St Suite 200, Charlotte NC 28209, United States DESCRIPTION: Insurance 3. GALLAGHER FIDUCIARY ADVISORS LLC POSITION: National Practice Leader/Investment Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 60 START DATE: 02/11/2026 ADDRESS: 4250 Congress St Suite 200, Charlotte NC 28209, United States DESCRIPTION: Institutional Investment Consulting

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-19
  • S66 Uniform Combined State Law Examination
    2008-02-19
Other Names
  • Thomas Teneglia

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor