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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gallagher Benefit Services, Inc. | Houston | TX | 08/2008 | 03/2022 |
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 03/2022 |
| Triad Advisors | Norcross | GA | 03/2022 | 08/2024 |
| Gallagher Fiduciary Advisors, Llc | Houston | TX | 04/2022 | Present |
| Osaic Wealth, Inc. | Houston | TX | 08/2024 | Present |
1. Youth Hope Association; not investment related; PO Box 55386,Houston,TX 77255;501(c)(3) non-profit organization/charity ;board director;10/1/2012;5 hrs/month;0 hrs during trading; fundraise & organize events for pediatric oncology patients 2. GALLAGHER FIDUCIARY ADVISORS, LLC POSITION: Area Executive Vice President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 170 START DATE: 01/01/2022 ADDRESS: 5847 San Felipe St., Suite 1600, Houston TX 77057, United States DESCRIPTION: I am dual registered with Osaic and GFA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-31 |
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