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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-04-22 |
Branch Locations
8535 East 21St Street Suite 200, Wichita, KS 67206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2015 | 01/2020 |
| Dpi Benefits | Manhattan | KS | 01/2015 | 01/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2015 | 01/2020 |
| Gallagher Benefit Services, Inc. | Manhattan | KS | 01/2020 | 03/2022 |
| Kestra Investment Services | Manhattan | KS | 01/2020 | 03/2022 |
| Triad | Norcross | GA | 03/2022 | Present |
| Gallagher Fiduciary Advisors, Llc | Wichita | KS | 04/2022 | Present |
| Osaic Wealth, Inc. | Manhattan | KS | 08/2024 | Present |
1) JEFFREY SCHOBER POSITION: Guest Preacher NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2020 ADDRESS: 2933 Amherst Ave, Manhattan KS 66503, United States DESCRIPTION: Lead Christian worship services 2) GALLAGHER BENEFIT SERVICES, INC POSITION: Area Vice President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2019 ADDRESS: 2850 Golf Road, Rolling Meadows IL 60008, United States DESCRIPTION: Retirement Plan Consulting Services and various other employee benefits 3) GALLAGHER FIDUCIARY ADVISORS, LLC POSITION: Area Vice President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 6 START DATE: 04/01/2022 ADDRESS: 2850 Golf Road, Rolling Meadows IL 60008, United States DESCRIPTION: Employer Sponsored Retirement Plan Consulting 4) AMBROSE ACADEMY ASSOCIATION POSITION: Board of Directors NATURE: 501(c)(3) Tax-Exempt Non-Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/21/2022 ADDRESS: 3301 Valleywood Dr, Manhattan, KS 66502 KS 66503, United States DESCRIPTION: Vote to direct operations decisions for the private school
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-13 |
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