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Current Employers
Gallagher Fiduciary Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-11-10
  • IL RA
    APPROVED
    Since 2022-11-10

Branch Locations

2850 Golf Road, Rolling Meadows, IL 60008 • 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
Lpl Financial, Llc Orland Park IL 04/2016 08/2017
Opus Wealth Partners, Llc Lisle IL 04/2016 08/2017
Lpl Financial, Llc Lisle IL 11/2017 02/2018
Global Retirement Partners, Llc Lisle IL 11/2017 02/2018
Gallagher Fiduciary Advisors, Llc Rolling Meadows IL 10/2022 Present
The Vandyke Group, Inc. Homer Glen IL 02/2018 10/2022
  • 04/2016 → 08/2017
    Lpl Financial, Llc
    Orland Park, IL
  • 04/2016 → 08/2017
    Opus Wealth Partners, Llc
    Lisle, IL
  • 11/2017 → 02/2018
    Lpl Financial, Llc
    Lisle, IL
  • 11/2017 → 02/2018
    Lisle, IL
  • 10/2022 → Present
    Rolling Meadows, IL
  • 02/2018 → 10/2022
    The Vandyke Group, Inc.
    Homer Glen, IL
Previous Registrations
  • 2017-11-28 → 2018-02-02
    Lisle, IL
    San Rafael, CA
  • 2016-04-29 → 2017-09-05
    Opus Wealth Management Group
    Orland Park, IL
  • 2015-07-23 → 2016-05-02
    Fsc Securities Corporation
    Orland Park, IL
Other Businesses

01/04/2017 - Triple Tree LLC, 12115 179th St Mokena IL 60448, Not investment related, Business entity for tax purposes only. Rental property located at 16225 Cottage Grove Ave South Holland, IL 60473, Owner,2 hours per month / 0 hours during trading hours, LLC used to manage income and expenses of rental property

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-10
S66 Uniform Combined State Law Examination 2014-10-01
S63 Uniform Securities Agent State Law Examination 2011-10-26
  • S65 Uniform Investment Adviser Law Examination
    2022-11-10
  • S66 Uniform Combined State Law Examination
    2014-10-01
  • S63 Uniform Securities Agent State Law Examination
    2011-10-26
Other Names
  • Jacob Donald Nydam

View on SEC IAPD

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