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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-16 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Dubuque | IA | 09/2014 | 04/2022 |
| Prudential Investment Management Services Llc | Dubuque | IA | 06/2017 | 04/2022 |
| Gwfs Equities, Inc. | Greenwood Village | CO | 04/2022 | 11/2023 |
| Gallagher Fiduciary Advisors, Llc | Rolling Meadows | IL | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-26 |
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