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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-19 |
| WA | RA | APPROVED | 2025-08-19 |
Branch Locations
10900 Ne 8Th Street, Ste. 750, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities, Inc. | Overland Park | KS | 09/2014 | 07/2024 |
| Lpl Financial Llc | Bellevue | WA | 09/2024 | 08/2025 |
| Global Retirement Partners, Llc | San Rafael | CA | 09/2024 | 08/2025 |
| Gallagher Fiduciary Advisors, Llc | Bellevue | WA | 08/2025 | Present |
| Osaic Wealth | Scottsdale | AZ | 10/2025 | Present |
WESTERN PENSION & BENEFITS COUNCIL - SEATTLE POSITION: Quarterly Program Co-Chair NATURE: Non-profit organization focused on educating individuals associated with providing retirement and health and welfare benefits to employees in the Seattle metro area. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/31/2024 ADDRESS: 1402 Lake Tapps Pkwy SE, Ste. F104-133, Auburn WA 98092, United States DESCRIPTION: Formal description in the organization's bylaws: The chair or co-chairs of quarterly seminars shall be responsible for the organization and conduct of the corporation's quarterly seminars and shall serve as chair or co-chairs of the Quarterly Seminar Committee. They shall perform such other duties as from time to time may be assigned to them by the president or board of directors. Additional explanation of the role: Jennifer Schuessler is a co-chair for quarterly seminars, partnering with another co-chair to coordinate with local industry leaders to provide timely educational content to our members at quarterly events.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-31 |
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