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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-18 |
| TX | RA | APPROVED_RES | 2023-05-17 |
Branch Locations
2050 Main Street, Ste. 1250, Irvine, CA 92614 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Riverside | CA | 04/2008 | 10/2021 |
| Princor Financial Services Corporation | Riverside | CA | 04/2008 | 10/2021 |
| Lion Street Financial | Lake Forest | CA | 05/2022 | 02/2023 |
| Unemployed | Riverside | CA | 10/2021 | 03/2022 |
| Unemployed | Riverside | CA | 02/2023 | 05/2023 |
| Triad Advisors | Norcross | GA | 05/2023 | 08/2024 |
| Gallagher Fiduciary Advisors, Llc | Irvine | CA | 05/2023 | Present |
| Osaic Wealth, Inc. | Irvine | CA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-21 |
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