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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-07-26 |
Branch Locations
500 Edgewater Drive, #565, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Student | Boxford | MA | 06/2012 | 05/2020 |
| Camp Rotary | Boxford | MA | 06/2015 | 08/2017 |
| Compass Point Retirement Planning | Wakefield | MA | 06/2018 | 08/2018 |
| Compass Point Retirement Planning | Wakefield | MA | 06/2019 | 08/2019 |
| Rose Hill Wine & Spirits | Boulder | CO | 08/2020 | 12/2020 |
| Emoney Advisor | Radnor | PA | 08/2021 | 03/2022 |
| Independent Financial Group, Llc | Wakefield | MA | 06/2022 | 07/2023 |
| Independent Financial Group, Llc | Wakefield | MA | 06/2018 | 11/2021 |
| F3 Logic, Llc | Wakefield | MA | 01/2023 | 05/2023 |
| Gallagher Fiduciary Advisors, Llc | Wakefield | MA | 06/2023 | Present |
| Triad Advisors | Norcross | GA | 07/2023 | 08/2024 |
| Osaic Wealth, Inc. | Wakefield | MA | 08/2024 | Present |
1. GALLAGHER POSITION: Investment Advisor Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 112 START DATE: 10/01/2022 ADDRESS: 500 Edgewater Drive, Suite 565, Wakefield MA 01880, United States DESCRIPTION: work with clients and manage client accounts 2. INSURANCE POSITION: Insurance producer/Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2019 ADDRESS: 500 Edgewater Drive, Suite 565, Wakefield MA 01880, United States DESCRIPTION: Outside insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-12 |
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