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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-24 |
Branch Locations
12750 Merit Drive, Ste. 1000, Dallas, TX 75251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Waco | TX | 08/2016 | 12/2016 |
| Gallagher Benefit Services, Inc. | Houston | TX | 01/2017 | 06/2022 |
| Triad | Norcross | GA | 04/2022 | Present |
| Gallagher Fiduciary Advisors, Llc | Dallas | TX | 06/2022 | 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: Client Relationship 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: Client Relationship Consultant Start Date: 01/01/2017 Hours Per Month: 40 Hours Per Day: 2 Duties: Retirement plan consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-02 |
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