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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-09-10 |
| TX | RA | APPROVED | 2018-09-07 |
Branch Locations
Ibc Building 500 West 5Th Street, 8Th Floor, Austin, TX 78701 • 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 |
|---|---|---|---|---|
| Inter National Bank | Mcallen | TX | 02/2016 | 03/2018 |
| Lpl Financial, Llc | Mcallen | TX | 02/2018 | 08/2018 |
| First Trust Portfolios L.P. | Wheaton | IL | 09/2018 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 09/2018 | Present |
OTHER BUSINESS NAME: RENTAL PROPERTIES. LOCATION: ALICE ST. 17 1/2 N LA BLANCA, TX 78538; 538 E. FRONTAGE RD. ALAMO, TX 78516; 557 RAY DR. ALAMO, TX 78516. NATURE OF BUSINESS: RENTAL PROPERTY. POSITION OR TITLE: CO-OWNER. RESPONSIBILITIES: OWNER-LANDLORD. INVESTMENT-RELATED: NO. HOURS PER MONTH(TOTAL/DURING MARKET HOURS):3 TOTAL/1 DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-28 |
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