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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-04-16 |
| TX | RA | APPROVED | 2019-04-04 |
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 |
|---|---|---|---|---|
| Sanford C. Bernstein & Co.,Llc | New York | NY | 08/2016 | 03/2019 |
| First Trust Portfolios L.P. | Wheaton | IL | 03/2019 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 03/2019 | Present |
OTHER BUSINESS NAME: SWEET ONE ENTERPRISES LLC. LOCATION: AUSTIN, TX. NATURE OF BUSINESS: RENTAL PROPERTY. POSITION OR TITLE: OWNER. RESPONSIBILITIES: RENT OUT A HOUSE TO A LONG-TERM RENTER. START DATE: NOV 20, 2025. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 0. OTHER BUSINESS NAME: REALTY CONNECT. LOCATION: RESTON, VA. NATURE OF BUSINESS: HOLDS REAL ESTATE LICENSES FOR A YEARLY FEE. POSITION OR TITLE: AGENT. RESPONSIBILITIES: COMPANY IS HOLDING REAL ESTATE LICENSE. START DATE: DEC 22, 2025. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-04 |
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