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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-17 |
Branch Locations
12750 Merit Drive, Suite 1000, Dallas, TX 75251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Dallas | TX | 08/2020 | 10/2024 |
| The University Of Texas At Austin | Austin | TX | 08/2016 | 05/2020 |
| Gallagher Fiduciary Advisors, Llc | Dallas | TX | 10/2024 | Present |
| Osaic Wealth | Scottsdale | AZ | 10/2024 | Present |
1) COREPOWER YOGA, LLC POSITION: Yoga Instructor NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: 3001 Brighton Blvd, Suite 269, Denver CO 80216, United States DESCRIPTION: Yoga Instructor 2) GALLAGHER FIDUCIARY ADVISORS POSITION: Retirement Plan Consultant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 09/30/2024 ADDRESS: 12750 Merit Drive, Suite 1000, Dallas TX 75251 DESCRIPTION: Assist Plan Sponsors with various aspects of retirement plans, including strategic plan design consulting, vendor evaluation and management, investment monitoring, employee financial wellbeing, fiduciary risk mitigation, and process management related to retirement plans.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-30 |
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