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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-08 |
Branch Locations
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Las Vegas, NV • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lord Abbett | Jersey City | NJ | 07/2012 | 03/2017 |
| Colubmia Management Investment Distributors Inc | San Diego | CA | 04/2017 | 10/2024 |
| First Trust Portfolios L.P. | Wheaton | IL | 10/2024 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 10/2024 | Present |
Name of Activity: Connjon Ventures - S Corp; Date Activity Started/Modified/Ended: 11/23/2022; Type of Activity: Investment Real Estate; Role/Relationship: Owner/ Proprietor; Responsibilities: Purchase & Manage Rental Property; Total Hours Per Month: 0 - 20; Total Hours Per Month During Trading Hours: 0 - 20; Does this activity include providing investment advice, conducting securities trading or managing the assets of others? No; --- END ---
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-12 |
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