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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-04-27 |
Branch Locations
1350 Euclid Avenue Suite 1200, Cleveland, OH 44115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Albany | NY | 07/2015 | 02/2018 |
| Christopher Nuss | Albany | NY | 03/2018 | 08/2018 |
| Northwestern Mutual Investment Services Llc | Albany | NY | 03/2018 | 08/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2018 | 08/2018 |
| Outdoor Lighting Perspectives | Solon | OH | 10/2018 | 10/2019 |
| Lpl Financial, Llc | Cleveland | OH | 10/2019 | 07/2021 |
| Global Retirement Partners | Cleveland | OH | 11/2019 | 07/2021 |
| Marcum Wealth, Llc | Cleveland | OH | 07/2021 | 12/2022 |
| Unemployed | Cleveland | OH | 01/2023 | 03/2023 |
| Triad Advisors | Norcross | GA | 04/2023 | 08/2024 |
| Gallagher Fiduciary Advisors, Llc | Cleveland | OH | 04/2023 | Present |
| Osaic Wealth, Inc. | Cleveland | OH | 08/2024 | Present |
1)Gallagher Benefit Services,Inc;investment related;2850 Golf Road,Rolling Meadows,IL 60008;corporation;producer;4/2023;40 hrs/month;2 hrs during trading;retirement plan consulting 2)Gallagher Fiduciary Advisors,LLC;investment related;2850 Golf Road,Rolling Meadows,IL 60008;llc;investment advisor representative;4/2023;140 hrs/month;6 hrs during trading;investment consulting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-06 |
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