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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-06 |
Branch Locations
Willis Tower 233 South Wacker Drive, Suite 8200 Region 5, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Indian Head Park | IL | 08/2007 | 05/2024 |
| Morgan Stanley | Chicago | IL | 06/2025 | Present |
| Balanced Asset Strategies | Lagrange | IL | 09/2021 | 06/2025 |
*652095 - AJ Gallagher; Investment related: No; New York, New York; Insurance; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 0; After business hours: 0; Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-27 |
| S65 | Uniform Investment Adviser Law Examination | 2021-09-17 |
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