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KD

Kathy L. Dill-antle

Some features on this profile are disabled
CRD#: 4316887
KD

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kathy Lee Dill-antle, who also goes by Kathy Antle, Kathy Lee Dill, was a registered financial professional .

Kathy is a previously registered financial professional and started their career in finance in 2001. Kathy had worked at 3 firms and has passed the Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kathy Antle | Kathy Lee Dill

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

March 10, 2004 - May 31, 2012

GBS RETIREMENT SERVICES, INC.

BD
CRD#: 34889
DUBLIN, OH
Past

December 21, 2001 - August 8, 2002

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

December 21, 2001 - August 8, 2002

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 6
Date: 12/20/2001
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 10/14/2004
Investment Company Products/Variable Contracts Principal Examination

Current Firm

GR
GBS RETIREMENT SERVICES, INC.
GALLAGHER BENEFIT SERVICES OF NEW YORK, INC. | GBS RETIREMENT SERVICES, INC.

CRD#: 34889 / SEC#: , 8-46433

Illinois
Registered Investment Advisory firm - SEC (8/21/2007 Approved)
New York
Registered Investment Advisory firm - SEC (10/26/2009 Terminated)
Ohio
Registered Investment Advisory firm - SEC (9/11/2007 Approved)
Texas
Registered Investment Advisory firm - SEC (12/13/2007 Limited)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
2850 Golf Road 8th Floor, Rolling Meadows, IL 60008
Mailing Address
2850 Golf Road 8th Floor, Rolling Meadows, IL 60008
Phone number
(951) 977-2671
Established
New York since 08/19/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
2

FINRA licenses (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
GALLAGHER BENEFIT SERVICES, INC.OWNER
AMAYA, PATRICKVICE PRESIDENT, CHIEF COMPLIANCE OFFICER4519000
MCCLARY, AMY GVICE PRESIDENT, GLOBAL TAX
ZIEBELL, WILLIAM FCEO/DIRECTOR

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GBS RETIREMENT SERVICES, INC.

CRD#: 34889

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