DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at GALLAGHER FIDUCIARY ADVISORS, LLC
Rolling Meadows, IL
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 | May 19, 2025 | n/a | yes | Rolling Meadows, IL | Current employment |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Apr 23, 2024 | May 5, 2025 | no | CHALFONT, PA|Cedar Rapids, IA | Previous registration |
| GROVE POINT ADVISORS, LLC | Former SEC adviser | Apr 1, 2024 | Apr 15, 2024 | no | ROCKVILLE, MD|Chalfont, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL ADVISORS, LLC | GALLAGHER FIDUCIARY ADVISORS, LLC | May 5, 2025 | May 19, 2025 | 14 | Firm change | Other |
| GROVE POINT ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, LLC | Apr 15, 2024 | Apr 23, 2024 | 8 | Firm change | Ibd to ibd |