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Advisor at GALLAGHER FIDUCIARY ADVISORS, LLC
Bellevue, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | Institutional manager | Aug 19, 2025 | n/a | yes | Bellevue, WA | Current employment |
| GLOBAL RETIREMENT PARTNERS LLC | Institutional manager | Sep 27, 2024 | Oct 3, 2025 | no | SAN RAFAEL, CA|Bellevue, WA | Previous registration |
| EMPOWER ADVISORY GROUP, LLC | Bd affiliated wealth | Feb 19, 2019 | Jul 10, 2024 | no | Sammamish, WA|GREENWOOD VILLAGE, CO|Issaquah, WA | Previous registration |
| J.P. MORGAN INSTITUTIONAL INVESTMENTS | Former SEC adviser | Mar 6, 2008 | Dec 31, 2013 | no | OVERLAND PARK, KS|NEW YORK, NY|KANSAS CITY, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | GALLAGHER FIDUCIARY ADVISORS, LLC | Oct 3, 2025 | Aug 19, 2025 | -45 | Firm change after gap | Other |
| EMPOWER ADVISORY GROUP, LLC | GLOBAL RETIREMENT PARTNERS LLC | Jul 10, 2024 | Sep 27, 2024 | 79 | Firm change | Other |
| J.P. MORGAN INSTITUTIONAL INVESTMENTS | EMPOWER ADVISORY GROUP, LLC | Dec 31, 2013 | Feb 19, 2019 | 1,876 | Firm change after gap | Other |