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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Springfield | OR | 02/2022 | 11/2022 |
| Securities America, Inc. | Springfield | OR | 11/2022 | 06/2024 |
| Selco Community Credit Union | Springfield | OR | 09/2012 | 02/2022 |
| Arbor Point Advisors | Springfield | OR | 07/2023 | 11/2024 |
| Osaic Wealth, Inc. | Springfield | OR | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
GALLAGHER INSURANCE POSITION: Producer NATURE: Life insurance INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 04/15/2024 ADDRESS: 10220 SW Greenburg Rd, Portland OR 97223 DESCRIPTION: I will be selling life insurance to clients to whom it is fitting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-10 |
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