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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2012-07-30 |
Branch Locations
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Trust Portfolios L.P. | Wheaton | IL | 08/1997 | Present |
OTHER BUSINESS NAME: MILLER CONCRETE CONSTRUCTION, INC. LOCATION: WEST CHICAGO, IL. NATURE OF BUSINESS: CONSTRUCTION. POSITION OR TITLE: OWNER. RESPONSIBILITIES: OFFICE FUNCTIONS. INVESTMENT RELATED: NO. HOURS PER MONTH:20 / NONE DURING MARKET HOURS. OTHER BUSINESS NAME: P & M SEWER AND WATER, INC. LOCATION: MAPLE PARK, IL. NATURE OF BUSINESS: INSTALLS SEWER AND WATER FOR VARIOUS PROJECTS, BOTH COMMERCIAL AND RESIDENTIAL. POSITION OT TITLE: OWNER. RESPONSIBILITITES: OFFICE FUNCTIONS. START DATE: SEP 01, 2023. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 0. OTHER BUSINESS NAME: ROSATIS FRANCHISE & DEVELOPMENT LLC. LOCATION: LARGO, FL. NATURE OF BUSINESS: PIZZA FRANCHISE. POSITION OT TITLE: MEMBER. RESPONSIBILITITES: EQUITY INVESTOR. START DATE: AUG 01, 2025. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-08 |
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