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Advisor at GALLAGHER FIDUCIARY ADVISORS, LLC
Boston, MA
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 | Jun 28, 2022 | n/a | yes | Boston, MA | Current employment |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | May 9, 2016 | Mar 31, 2022 | no | BOSTON, MA | Previous registration |
| NFP ADVISOR SERVICES, LLC | Former SEC adviser | Apr 8, 2014 | Sep 22, 2016 | no | AUSTIN, TX|BOSTON, MA|Boston, MA | Previous registration |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Jul 14, 2011 | Apr 1, 2014 | no | BOSTON, MA | Previous registration |
| NRP ADVISORS, INC. | n/a | Dec 18, 2008 | Dec 1, 2010 | no | BOSTIN, MA | Previous registration |
| NRP FINANCIAL, INC. | n/a | Jun 1, 2007 | Oct 27, 2008 | no | BRYAN, OH|BOSTON, MA | Previous registration |
| OGILVIE SECURITY ADVISORS CORP | Former SEC adviser | Oct 28, 2004 | May 25, 2007 | no | BOSTON, MA|BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | GALLAGHER FIDUCIARY ADVISORS, LLC | Mar 31, 2022 | Jun 28, 2022 | 89 | Bulk transfer | Other |
| NFP ADVISOR SERVICES, LLC | KESTRA ADVISORY SERVICES, LLC | Sep 22, 2016 | May 9, 2016 | -136 | Bulk transfer | Other |
| INDEPENDENT FINANCIAL PARTNERS | NFP ADVISOR SERVICES, LLC | Apr 1, 2014 | Apr 8, 2014 | 7 | Firm change | Other |
| NRP ADVISORS, INC. | INDEPENDENT FINANCIAL PARTNERS | Dec 1, 2010 | Jul 14, 2011 | 225 | Bulk transfer | Other |
| NRP FINANCIAL, INC. | NRP ADVISORS, INC. | Oct 27, 2008 | Dec 18, 2008 | 52 | Bulk transfer | Other |
| OGILVIE SECURITY ADVISORS CORP | NRP FINANCIAL, INC. | May 25, 2007 | Jun 1, 2007 | 7 | Firm change | Other |