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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Innovation Partners Llc | Charlotte | NC | 06/2015 | 06/2019 |
| Bowen, Miclette & Britt | Houston | TX | 04/2015 | 04/2018 |
| Kestra Financial, Inc. | 1900 West Loop South, Suite 1600 | TX | 06/2019 | 03/2022 |
| Gallagher Benefit Services, Inc. | Houston | TX | 06/2019 | 03/2022 |
| Triad Advisors Llc | Houston | TX | 03/2022 | 08/2024 |
| Gallagher Fiduciary Advisors, Llc | Houston | TX | 04/2022 | Present |
| Osaic Wealth, Inc. | Houston | TX | 08/2024 | Present |
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: 05/06/2019 Hours Per Month: 40 Hours Per Day: 2 Duties: Retirement plan consulting 3) Business Name: Clear Falls Baseball Booster Club Investment Related: No Address: PO Box 67, Kemah, TX 77565 Nature of Business: Booster club to support the High School Baseball Team Position: Treasurer Start Date: 9/1/2021 Hours per month: 4 hours Hours per month during trading hours: 0 hours Duties: I track money coming in and out of the booster club's account.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-07-25 |
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