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Kendall Bruns

Gallagher Fiduciary Advisors, LLC

Rockville, MD

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Current Employers
Gallagher Fiduciary Advisors, Llc

2850 Golf Road, Rolling Meadows, IL 60008 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-02-19
  • MD RA
    APPROVED
    Since 2026-02-19

Branch Locations

702 King Farm Boulevard Suite 210, Rockville, MD 20850 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gallagher Fiduciary Advisors, Llc Rockville MD 12/2025 Present
Tusculum Farm Laytonsville MD 05/2019 01/2023
Grillmarx Olney MD 05/2023 01/2024
The Manor At Silo Falls Brookeville MD 05/2023 01/2024
Gallagher Rockville MD 06/2024 08/2024
The University Of Georgia Athens GA 08/2021 05/2025
Montgomery County Public Schools Olney MD 05/2015 05/2019
Gallagher Fiduciary Advisors, Llc Rockville MD 07/2025 12/2025
  • 12/2025 → Present
    Gallagher Fiduciary Advisors, Llc
    Rockville, MD
  • 05/2019 → 01/2023
    Tusculum Farm
    Laytonsville, MD
  • 05/2023 → 01/2024
    Grillmarx
    Olney, MD
  • 05/2023 → 01/2024
    The Manor At Silo Falls
    Brookeville, MD
  • 06/2024 → 08/2024
    Gallagher
    Rockville, MD
  • 08/2021 → 05/2025
    The University Of Georgia
    Athens, GA
  • 05/2015 → 05/2019
    Montgomery County Public Schools
    Olney, MD
  • 07/2025 → 12/2025
    Gallagher Fiduciary Advisors, Llc
    Rockville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-18
  • S65 Uniform Investment Adviser Law Examination
    2026-02-18

View on SEC IAPD

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UNITED BROKERAGE SERVICES, INC
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ORTMAN FINANCIAL PLANNING

Other Investors

JOHN BRIAN OETTINGER
JORDAN SCOTT KRAUS
Anna Laureys Squier
JASON SCOTT COHEN
JENNIFER CHRISTINE PASCAL
DANIEL RONIS
Annalise Taylor Haywood
Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD
J.P. MORGAN SECURITIES LLC · Rockville, MD
UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

More in Rockville, MD

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