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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-04-18 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Gallagher Benefit Services, Inc. | Cjhicago | IL | 03/2011 | 03/2022 |
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 04/2022 |
| Traid Advisors Inc | Norcross | GA | 04/2022 | Present |
| Gallagher Fiduciary Advisors, Llc | Rolling Meadows | IL | 04/2022 | 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: 07/18/2005 Hours Per Month: 40 Hours Per Day: 2 Duties: Retirement plan consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-30 |
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