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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-31 |
| IL | RA | APPROVED | 2021-06-01 |
Branch Locations
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Marblehead, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guggenheim Partners | Chicago | IL | 07/2014 | 05/2021 |
| First Trust Portfolios L.P. | Wheaton | IL | 06/2021 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 06/2021 | Present |
OTHER BUSINESS NAME: JJ 51-53 GLEN AVENUE, LLC. LOCATION: PHILPSBURG, NJ. NATURE OF BUSINESS: INVEST IN MULTI FAMILY RENTAL PROPERTIES. POSITION OR TITLE: MANAGING MEMBER. RESPONSIBILITIES: MAKE DECISIONS ON MANAGING RENTAL PROERTY. START DATE: SEP 18, 2023. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-16 |
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