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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gallagher Benefit Services, Inc. | Chicago | IL | 03/2011 | 03/2022 |
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 03/2022 |
| Gallagher Fiduciary Advisors, Llc | Rolling Meadows | IL | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-02 |
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