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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-22 |
Branch Locations
12750 Merit Dr., Ste. 1000, Dallas, TX 75251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gallagher Benefit Services, Inc. | Houston | TX | 05/2014 | 03/2022 |
| Kestra Financial, Inc | Houston | TX | 06/2019 | 03/2022 |
| Gallagher Fiduciary Advisors, Llc | Dallas | TX | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-14 |
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