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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-04-08 |
Branch Locations
30 Century Hill Drive Suite 200, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc. | Latham | NY | 04/2016 | 03/2022 |
| Kestra Advisory, Llc. | Latham | NY | 04/2016 | 03/2022 |
| Gallagher Benefit Services | Latham | NY | 05/2012 | Present |
| Triad Advisors | Norcross | GA | 03/2022 | 08/2024 |
| Osaic Wealth, Inc. | Latham | NY | 08/2024 | Present |
1)Gallagher Benefit Services,Inc;investment related;2850 Golf Road,Rolling Meadows,IL 60008;retirement plan consulting services;area vice president;4/1/2005;40 hrs/month;2 hrs during trading;retirement plan consulting 2) Insurance-GBS LIfe Insurance and Annuity Brokerage;30 Century Hill Drive,Ste 200,Latham,NY 12110;fixed life insurance,annuities,disability income,long term care;area vice president,agent;4/1/2005;20 hrs/month;2 hrs during trading;agent for placement of life insurance,disability ins,ltc 3)Gallagher Fiduciary Advisors, LLC;investment related;2850 Golf Road,Rolling Meadows,IL 60008;investment consulting;area vice president;4/1/2022;140 hrs/month;6 hrs during trading;retirement plan consulting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-19 |
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