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Current Employers
Gallagher Fiduciary Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-29
  • TX RA
    APPROVED
    Since 2025-07-29

Branch Locations

12750 Merit Drive, Suite 1000, Dallas, TX 75251 • 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
Transamerica Retirement Solutions Southlake TX 12/2017 05/2019
Pricewaterhousecoopers, Llp Dallas TX 08/2017 11/2017
Unemployed Southlake TX 11/2017 12/2017
Unemployed Southlake TX 04/2017 08/2017
Pricewaterhousecoopers, Llp Raleigh NC 02/2017 04/2017
Unemployed Wake Forest NC 11/2016 02/2017
Pricewaterhousecoopers, Llp Raleigh NC 07/2016 11/2016
Transamerica Investors Securities Corporation Southlake TX 01/2018 05/2019
Cambridge Investment Research, Inc. Fairfield IA 05/2019 09/2020
Cambridge Investment Research Advisors, Inc. Fairfield IA 05/2019 09/2020
Fisher Investments Plano TX 09/2020 07/2024
Fisher Retirement Solutions Llc Plano TX 07/2024 07/2025
Gallagher Fiduciary Advisors, Llc Rolling Meadows IL 07/2025 Present
  • 12/2017 → 05/2019
    Transamerica Retirement Solutions
    Southlake, TX
  • 08/2017 → 11/2017
    Pricewaterhousecoopers, Llp
    Dallas, TX
  • 11/2017 → 12/2017
    Unemployed
    Southlake, TX
  • 04/2017 → 08/2017
    Unemployed
    Southlake, TX
  • 02/2017 → 04/2017
    Pricewaterhousecoopers, Llp
    Raleigh, NC
  • 11/2016 → 02/2017
    Unemployed
    Wake Forest, NC
  • 07/2016 → 11/2016
    Pricewaterhousecoopers, Llp
    Raleigh, NC
  • 01/2018 → 05/2019
    Transamerica Investors Securities Corporation
    Southlake, TX
  • 05/2019 → 09/2020
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 05/2019 → 09/2020
    Fairfield, IA
  • 09/2020 → 07/2024
    Plano, TX
  • 07/2024 → 07/2025
    Fisher Retirement Solutions Llc
    Plano, TX
  • 07/2025 → Present
    Rolling Meadows, IL
Previous Registrations
Other Businesses

the name of the other business; ROCKRIMMON HOMEOWNER'S ASSOCIATION whether the business is investment-related; NO the address of the other business; COLLEYVILLE, TX the nature of the other business; HOMEOWNERS ASSOCIATION your position; VICE PRESIDENT the start date of your relationship; 03/01/2019 the approximate number of hours/month you devote to the other business; ONE TO FIVE the number of hours you devote to the other business during securities trading hours; ZERO and briefly describe your duties relating to the other business; REPRESENT HOA AT MEETINGS, UPHOLD THE COVENANTS, APPROVE ARCHITECTURAL CHANGES, REVIEW AND MANAGE BUDGET & VENDORS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-24
S63 Uniform Securities Agent State Law Examination 2005-09-02
  • S65 Uniform Investment Adviser Law Examination
    2010-03-24
  • S63 Uniform Securities Agent State Law Examination
    2005-09-02
Other Names
  • Shawn Startti
  • Shawn Wyatt Startti

View on SEC IAPD

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