Best Investors
Account
Sign in
Best Investors
Account
Sign in
2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-22 |
| OK | RA | APPROVED | 2022-04-21 |
Branch Locations
615 E. Britton Road, Oklahoma City, OK 73114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gallagher Benefit Services, Inc. | Edmond | OK | 03/2011 | 03/2022 |
| Triad Advisors | Norcross | GA | 03/2022 | 08/2024 |
| Gallagher Fiduciary Advisors, Llc | Oklahoma City | OK | 04/2022 | Present |
| Osaic Wealth, Inc. | Oklahoma City | OK | 08/2024 | Present |
1) Business Name: Gallagher Fiduciary Advisors Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Investment Consulting Position: Retirement Plan Consultant Start Date: 04/01/2022 Hours Per Month: 140 Hours Per Day: 6 Duties: Retirement plan consulting 2) Business Name: Gallagher Benefit Services Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Retirement Plan Consulting Services Position: Retirement Plan Consultant Start Date: 03/15/2011 Hours Per Month: 40 Hours Per Day: 2 Duties: Retirement plan consulting
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-12-27 |
| S65 | Uniform Investment Adviser Law Examination | 1997-04-29 |
Reach out to this advisor