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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 | 2026-03-16 |
Branch Locations
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Lincroft, NJ • 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 |
|---|---|---|---|---|
| D'JAis Bar And Grill | Belmar | NJ | 05/2014 | 02/2024 |
| Lord, Abbett & Co. Llc | Jersey City | NJ | 07/2015 | 06/2020 |
| Americas Executions, Llc | New York | NY | 10/2020 | 12/2020 |
| Chelsea Financial Services | Staten Island | NY | 02/2021 | 02/2021 |
| Fifth Third Bank | New York | NY | 02/2021 | 03/2024 |
| Fifth Third Securities | New York | NY | 02/2021 | 03/2024 |
| Transamerica Capital Inc. | Denver | CO | 03/2024 | 03/2025 |
| Neuberger Berman | New York | NY | 04/2025 | 12/2025 |
| First Trust Portfolios L.P. | Wheaton | IL | 12/2025 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-25 |
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