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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gallagher Benefit Services, Inc. | Houston | TX | 03/2017 | 03/2022 |
| Northwestern Mutual | Houston | TX | 12/2016 | 10/2017 |
| Houston Sports And Social Club | Houston | TX | 08/2016 | 09/2016 |
| University Of Houston | Houston | TX | 08/2016 | 05/2017 |
| Triad Advisors | Norcross | GA | 03/2022 | 08/2024 |
| Kestra | Dobbs Ferry | NY | 03/2018 | 03/2022 |
| Unemployed | Houston | TX | 10/2017 | 03/2018 |
| Gallagher Fiduciary Advisors, Llc | Houston | TX | 04/2022 | Present |
| Osaic Wealth, Inc. | Houston | TX | 08/2024 | Present |
1) Business Name: Gallagher Fiduciary Advisors Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Investment Consulting Position: Retirement Plan Consultant Start Date: 04/01/2022 Hours Per Month: 140 Hours Per Day: 6 Duties: Retirement plan consulting 2) Business Name: Gallagher Benefit Services Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Retirement Plan Consulting Services Position: Retirement Plan Consultant Start Date: 03/01/2018 Hours Per Month: 40 Hours Per Day: 2 Duties: Retirement plan consulting 2) DOORDASH POSITION: Independent Contractor NATURE: 1099 - Independent Contractor INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 116 New Montgomery St, San Francisco CA 94105, United States DESCRIPTION: 3rd Party Delivery Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-01 |
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