Richard David Schechter

Current Employers

Employment History

• 03/2007 → 12/2016
  Triad Advisors, Inc.
  Norcross, GA
• 01/2006 → 11/2023
  M Gottlieb Assoc
  Chicago, IL
• 11/2023 → 08/2025
  Olom Financial Inc.
  Chicago, IL
• 08/2024 → 08/2025
  The Leaders Group Inc
  Littleton, CO
• 08/2024 → Present
  Massmutual Life Insurance Company
  Chicago, IL
• 08/2025 → Present
  Mml Investors Services, Llc
  Chicago, IL

Previous Registrations

• 2007-03-19 → 2016-12-31
  Triad Advisors Llc
  Lake Bluff, IL
• 2003-05-28 → 2006-01-06
  A. G. Edwards & Sons, Inc.
  Lake Forest, IL

Other Businesses

1) NAME: 1335 ASTOR COOPERATIVE BUILDING, INC. INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: BOARD MEMBER POSITION: BOARD MEMBER START DATE: 05/15/2025 NO. HR/MO: 3 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: MEMBER OF BOARD OF DIRECTORS FOR THE BUILDING WHERE I LIVE 2) NAME: OLOM FINANCIAL INC. INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: GENERAL BUSINESS CONSULTING POSITION: PRESIDENT START DATE: 09/01/2025 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 2 DESCRIBE DUTIES: PROVIDE CONSULTING SERVICES 3) NAME: RICHARD SCHECHTER INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 09-01-2025 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 2 DESCRIBE DUTIES: SALES AND SERVICES INDIVIDUAL LIFE

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-09-06
• S65 Uniform Investment Adviser Law Examination
  2024-07-12
• S66 Uniform Combined State Law Examination
  2003-05-27