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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-11-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dana B. Davidson Cpa Company P.C. | Glenview | IL | 11/2021 | 07/2024 |
| Gardner Law, Llc | Bensenville | IL | 05/2018 | 11/2021 |
| Care-Taking A Family Member | Chicago | IL | 08/2016 | 05/2018 |
| Triad Advisors | Atlanta | GA | 08/2024 | 08/2024 |
| Osaic Wealth, Inc. | Rolling Meadows | IL | 08/2024 | Present |
| Gallagher Fiduciary Advisors, Llc | Rolling Meadows | IL | 11/2024 | Present |
1)Gallagher Benefit Services,Inc;investment related;2850 Golf Road,Rolling Meadows,Il 60008;corporation;client financial analyst;7/15/2024;160 hrs/month;130 hrs during trading;non-producing registered admin 2)Gallagher Fiduciary Advisors,LLC;investment related;2850 Golf Road,Rolling Meadows,IL 60008;llc;client financial analyst;7/15/2024;160 hrs/month;130 hrs during trading;non-producing registered admin
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-17 |
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