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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-16 |
| IL | RA | APPROVED | 2019-04-02 |
Branch Locations
Jacksonville, FL • United States
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 |
|---|---|---|---|---|
| Legg Mason Investor Services, Llc | Stamford | CT | 12/2006 | 01/2019 |
| Clearbridge Investments Llc. | New York | NY | 12/2006 | 01/2019 |
| Legg Mason & Co Llc. | Lutz | FL | 12/2006 | 01/2019 |
| First Trust Portfolios L.P. | Wheaton | IL | 01/2019 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 01/2019 | Present |
OTHER BUSINESS NAME: SHOWTIME HOLDINGS LLC. LOCATION: PONTE VEDRA BEACH, FL. NATURE OF BUSINESS: REAL ESTATE. POSITION OR TITLE: PARTNER. RESPONSIBILITIES: SET UP TO HOLD REAL ESTATE. START DATE: NOV 21, 2022. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-11 |
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