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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-19 |
| PA | RA | APPROVED | 2025-05-19 |
Branch Locations
2850 Rolling Meadows, Rolling Meadows, IL 60008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend And Kent, Inc | Horsham | PA | 10/2006 | 10/2018 |
| Transamerica Financial Advisors, Inc | Cedar Rapids | IA | 04/2024 | 05/2025 |
| Wfgia | Cedar Rapids | IA | 04/2024 | 05/2025 |
| Grove Point Financial, Llc | Rockville | MD | 07/2021 | 04/2024 |
| The Penn Mutual Life Ins. Co. | Horsham | PA | 01/2017 | 10/2018 |
| H. Beck, Inc. | Rockville | MD | 10/2018 | 07/2021 |
| Gbs Retirement Services, Inc. | Rolling Meadows | IL | 05/2025 | Present |
| Gallagher Fiduciary Advisors, Llc | Rolling Meadows | IL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-27 |
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