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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 06/2020 | 12/2023 |
| Kovack Securities | Fort Lauderdale | FL | 06/2016 | 08/2018 |
| Pennsylvania State University | State College | PA | 05/2015 | 05/2020 |
| Kovack Securities | Fort Lauderdale | FL | 06/2017 | 08/2017 |
| Bank Of America, N.A. | Washington | DC | 10/2020 | 12/2023 |
| Triad Advisors | Norcross | GA | 02/2024 | 08/2024 |
| Gallagher Fiduciary Advisors, Llc | Jacksonville | FL | 02/2024 | Present |
| Osaic Wealth, Inc. | Jacksonville | FL | 08/2024 | Present |
1)Gallagher Benefit Services,Inc;investment related;2850 Golf Road,Rolling Meadows,IL 60008;corporation;financial advisor;1/2024;160 hrs/month;130 hrs during trading;financial planning,prospecting,financial education 2)Gallagher Fiduciary Advisors,LLC;investment related;2850 Golf Road,Rolling Meadows,IL 60008;llc;investment advisor representative;1/2024;160 hr/month;130 hrs during trading;financial planning,prospecting,financial education 3) GALLAGHER BENEFIT SERVICES, INC. POSITION: Employee NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/14/2024 ADDRESS: 2850 Golf RD, Rolling Meadows IL 60008, United States DESCRIPTION: Financial planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-02 |
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