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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-06-06 |
Branch Locations
2050 Main Street, Ste. 1250, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Centry City | CA | 12/2015 | 03/2022 |
| Triad Advisors | Norcross | GA | 06/2022 | 08/2024 |
| Gallagher Fiduciary Advisors, Llc | Irvine | CA | 06/2022 | Present |
| Osaic Wealth, Inc. | Irvine | CA | 08/2024 | Present |
1. Financial Fitness Group;101 W Broadway, San Diego Ca 92101; investor;0 hours; Investor; research firm; start date 10/01/2017; non- investment related 2. Paw Power; Orange County, Ca; investor; 0 hours; pet food research; start date 10/01/2020; non-investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-22 |
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