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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2014-05-05 |
Branch Locations
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Encinitas, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Trust Portfolios L.P. | Wheaton | IL | 05/2014 | Present |
OTHER BUSINESS NAME: AIRBNB. LOCATION: BOYNE CITY, MI. NATURE OF BUSINESS: RENTAL PROPERTY. POSITION OR TITLE: OWNER. RESPONSIBILITIES: OWNER AND OPERATOR. START DATE: JUL 01, 2026. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-06 |
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