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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aig Capital Services, Inc. | Houston | TX | 11/2013 | 12/2017 |
| American International Group | Houston | TX | 12/2013 | 12/2017 |
| American General Life Insurance | Houston | TX | 06/2006 | 12/2017 |
| Jpmorgan Chase Bank, N.A. | Sugar Land | TX | 07/2018 | 07/2020 |
| J.P. Morgan Securities, Llc | Sugar Land | TX | 07/2018 | 07/2020 |
| Unemployed | Sugar Land | TX | 12/2017 | 07/2018 |
| Frost Brokerage Services | Houston | TX | 07/2020 | 04/2022 |
| Frost Bank | Houston | TX | 07/2020 | 04/2022 |
| Unemployed | Sugar Land | TX | 04/2022 | 05/2022 |
| Gallagher Benefit Services, Inc. | Houston | TX | 05/2022 | 09/2022 |
| Triad Advisors | Norcross | GA | 08/2022 | 08/2024 |
| Gallagher Fiduciary Advisors, Llc | Houston | TX | 09/2022 | Present |
| Osaic Wealth, Inc. | Houston | TX | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-20 |
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