Thomas Henry Gallardo

Current Employers

Employment History

• 06/2019 → 07/2022
  Lincoln Financial Advisors
  Silver Springs, MD
• 03/2019 → 07/2019
  Due South
  Washington, DC
• 12/2015 → 09/2018
  Strategic Wealth Advisors
  El Paso, TX
• 08/2014 → 12/2018
  University Of Texas At El Paso
  El Paso, TX
• 12/2018 → 03/2019
  Unemployed
  El Paso, TX
• 08/2022 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2022 → 08/2024
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Other Businesses

STRATEGIC WEALTH POSITION: Investment management/business administrator/operations manager NATURE: dba INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2022 ADDRESS: 123 W Mills Ave, Ste 200, El Paso TX 79901, United States DESCRIPTION: assist firm with case management, oversee operations of firm, client service, manage investment models used for clients accounts M FINANCIAL GROUP POSITION: marketer NATURE: life insurance distribution, service and product organization INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 08/01/2022 ADDRESS: 1125 Northwest Couch Street, Suite 900, Portland OR 97209, United States DESCRIPTION: solicits and sells insurance based products/services that are offered by M Financial Group

Exams

• S66 Uniform Combined State Law Examination
  2022-12-08