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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2018 | 09/2023 |
| Romp N' Roll China Early Education | Beijing | 04/2017 | 07/2018 | |
| Leeco | Beijing | 06/2015 | 04/2017 | |
| Triad Advisors | Norcross | GA | 09/2023 | 08/2024 |
| Gallagher Fiduciary Advisors, Llc | Houston | TX | 09/2023 | Present |
| Osaic Wealth, Inc. | Houston | TX | 08/2024 | Present |
1) Gallagher Benefit Services,Inc;investment related;2850 Golf Road,Rolling Meadows,IL 60008;corporation;financial planner;9/11/2023;40 hrs/month;40 hrs during trading;financial planning 2) Gallagher Fiduciary Advisors,LLc;investment related;2850 Golf Road,Rolling Meadows,IL 60008;llc;investment advisor representative;9/2023;140 hrs/month;130 hrs during trading;investment consulting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-11 |
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