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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-08-28 |
Branch Locations
1050 Crown Pointe Parkway, Suite 600, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Latham | NY | 06/2015 | 02/2020 |
| Fish At 30 Lake | Saratoga Springs | NY | 06/2016 | 01/2018 |
| Park Avenue Securities, Llc | Latham | NY | 06/2015 | 02/2020 |
| Mml Investors Services, Llc | Latham | NY | 02/2020 | 09/2021 |
| Massmutual Life Insurance Co | Latham | NY | 02/2020 | 09/2021 |
| Resources Investment Advisors, Llc | Overland Park | KS | 09/2021 | 08/2025 |
| Triad Advisors | Norcross | GA | 11/2022 | 08/2024 |
| Osaic Wealth, Inc. | Atlanta | GA | 08/2024 | Present |
| Gallagher Fiduciary Advisors, Llc | Atlanta | GA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-28 |
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