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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-04-25 |
Branch Locations
4000 Midlantic Dr., Ste. 300, Mt. Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfp Securities Inc | White Plains | NY | 01/2007 | 03/2022 |
| Kestra | New York | NY | 01/2006 | 03/2022 |
| Triad | Norcross | GA | 03/2022 | Present |
| Gallagher Fiduciary Advisors, Llc | Mt. Laurel | NJ | 04/2022 | Present |
| Osaic Wealth, Inc. | New York | NY | 08/2024 | Present |
1) Business Name: Gallagher Fiduciary Advisors Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Investment Consulting Position: Benefit 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 Position: Benefit Consultant Start Date: 10/06/1996 Hours Per Month: 40 Hours Per Day: 2 Duties: Retirement plan consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-11 |
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