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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-08-01 |
Branch Locations
500 Edgewater Drive, #565, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Wakefield | MA | 02/2016 | 11/2017 |
| Independent Financial Group, Llc | Wakefield | MA | 11/2017 | 07/2023 |
| F3Logic, Llc | Wakefield | MA | 11/2017 | 05/2023 |
| Gallagher Fiduciary Advisors, Llc | Wakefield | MA | 06/2023 | Present |
| Triad Advisors | Norcross | GA | 07/2023 | 08/2024 |
| Osaic Wealth, Inc. | Wakefield | MA | 08/2024 | Present |
1)Gallagher Fiduciary Advisors,LLC;investment related;2850 Golf Road,Rolling Meadows,IL 60008;llc;investment advisor representative;6/19/2023;140 hrs/month;126 hrs during trading;work with clients and managing client accounts 2)Insurance;investment related;500 Edgewater Drive,Suite 565,Wakefield,MA 01880;insurance;agent/representative;11/1/2017;8 hrs/month;8 hrs during trading;MA insurance agent offering life,health,and long term care insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-29 |
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