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5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-03 |
| MO | RA | APPROVED | 2025-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lockton Companies, Llc | Kansas City | MO | 10/2006 | 06/2018 |
| Gallagher Benefit Services, Inc. | Kansas City | MO | 07/2018 | 03/2022 |
| Kestra Financial, Inc. | Kansas City | MO | 09/2018 | 03/2022 |
| Triad Advisors Inc | Norcross | GA | 03/2022 | 08/2024 |
| Gallagher Fiduciary Advisors, Llc | Rolling Meadows | IL | 04/2022 | Present |
| Osaic Wealth, Inc. | Rolling Meadows | IL | 08/2024 | 06/2025 |
| Cbiz Investment Advisory Services, Llc | Kansas City | MO | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-12 |
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