Fernando Ortiz

Current Employers

Gallagher Fiduciary Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-03-03

TX RA
APPROVED

Since 2026-03-03

Branch Locations

12750 Merit Drive, Suite 1000, Dallas, TX 75251 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Gallagher Fiduciary Advisors, Llc	Dallas	TX	06/2025	Present
Gallagher Benefit Services	Dallas	TX	09/2023	06/2025
Parkland Hospital	Dallas	TX	06/2007	09/2023
Transperfect	Dallas	TX	12/2014	10/2020

06/2025 → Present

Gallagher Fiduciary Advisors, Llc

Dallas, TX
09/2023 → 06/2025

Gallagher Benefit Services

Dallas, TX
06/2007 → 09/2023

Parkland Hospital

Dallas, TX
12/2014 → 10/2020

Transperfect

Dallas, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-02-28

S65 Uniform Investment Adviser Law Examination

2026-02-28

View on SEC IAPD

Current Employers

Gallagher Fiduciary Advisors, Llc

Disclosures

Employment History

Exams

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