John Walter Gallagher

Current Employers

Employment History

• 05/2006 → 11/2023
  Lincoln Investment Planning, Inc.
  Jenkintown, PA
• 11/2023 → 05/2026
  Commonwealth Financial Network
  Waltham, MA
• 05/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2026 → Present
  Cetera Investment Advisors
  Schaumburg, IL

Previous Registrations

• 2023-11-01 → 2026-05-06
  Commonwealth Financial Network
  Harleysville, PA
  Waltham, MA
  Schwenksville, PA
• 2008-04-08 → 2023-11-01
  Lincoln Investment
  Horsham, PA
  Harleysville, PA
• 2017-01-04 → 2023-11-01
  Capital Analysts
  Jenkintown, PA
  Harleysville, PA

Other Businesses

1. NAME OF OTHER BUSINESS: OTIUM VENTURES LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 01/2000; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: PARTNER IN OTIUM VENTURES WHICH IS A LLC THAT OWN OUR OFFICE BUILDING; 2. NAME OF OTHER BUSINESS: RENTAL PROPERTY; INVESTMENT RELATED: NO; ADDRESS: INDIAN QUEEN LANE, PHILADELPHIA, PA 19129; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 05/1997; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: OWNER OF RENTAL PROPERTY; 3. NAME OF OTHER BUSINESS: RENTAL PROPERTY; INVESTMENT RELATED: NO; ADDRESS: TILDEN STREET, PHILADELPHIA, PA 19129; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 01/2000; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: OWNER OF RENTAL PROPERTY; 4. NAME OF OTHER BUSINESS: RENTAL PROPERTY; INVESTMENT RELATED: NO; ADDRESS: NORTH WILDWOOD, NJ 08260; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 03/2010; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: OWNER OF RENTAL PROPERTY; 5. NAME OF OTHER BUSINESS: RENTAL PROPERTY; INVESTMENT RELATED: NO; ADDRESS: VILLAS, NJ 08260; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 11/2006; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: OWNER OF RENTAL PROPERTY; 6. NAME OF OTHER BUSINESS: TUPELO WEALTH PARTNERS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SECURITIES-RELATED DBA; START DATE: 11/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR USING THE DBA TUPELO WEALTH PARTNERS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-06
• S63 Uniform Securities Agent State Law Examination
  1993-06-11

Designations