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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-02-06 |
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 |
|---|---|---|---|---|
| Darrell Phillips, Inc. | Manhattan | KS | 11/2015 | 01/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2016 | 12/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2018 | 12/2019 |
| Kestra Investment Services, Llc. | Manhattan | KS | 01/2020 | 03/2022 |
| Kestra Advisory Services, Llc. | Manhattan | KS | 01/2020 | 03/2022 |
| Triad Advisors | Norcross | GA | 03/2022 | 08/2024 |
| Gallagher Fiduciary Advisors, Llc | Wichita | KS | 01/2023 | Present |
| Osaic Wealth, Inc. | Manhattan | KS | 08/2024 | Present |
1)Gallagher Fiduciary Advisors,LLC;investment related;2850 Golf Road,Rolling Meadows,IL 60008;investment consulting;client executive;4/1/2022;87 hrs/month;4 hrs during trading;retirement plan consulting 2)Gallagher Benefit Services;investment related;2850 Golf Road,Rolling Meadows,IL 60008;retirement plan consulting services and various other group employee benefits;client executive;7/1/2019;40 hrs/month;2 hrs during trading;retirement plan consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-14 |
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