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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-11-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| 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 |
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