Patrick Clare Olson

Current Employers

First Trust Advisors Lp

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2019-10-21

IL RA
APPROVED

Since 2019-10-21

Branch Locations

North Hampton, NH • United States

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Beck'S Book Store	Chicago	IL	03/2005	Present
Patrick Olson Insurance Agency	Elk Grove Village	IL	03/2016	11/2017
State Farm Vp Management Corp	Elk Grove Village	IL	03/2016	11/2017
First Trust Portfolios L.P.	Wheaton	IL	04/2019	Present
Forest-Becvar Insurance	Westchester	IL	02/2018	03/2019
First Trust Advisors L.P.	Wheaton	IL	04/2019	Present

03/2005 → Present

Beck'S Book Store

Chicago, IL
03/2016 → 11/2017

Patrick Olson Insurance Agency

Elk Grove Village, IL
03/2016 → 11/2017

State Farm Vp Management Corp

Elk Grove Village, IL
04/2019 → Present

First Trust Portfolios L.P.

Wheaton, IL
02/2018 → 03/2019

Forest-Becvar Insurance

Westchester, IL
04/2019 → Present

First Trust Advisors L.P.

Wheaton, IL

Other Businesses

OTHER BUSINESS NAME: BECK'S BOOK STORE. LOCATION: 441 W. ALEXANDER BLVD. ELMHURST, IL 60126. NATURE OF BUSINESS: BOOKSTORE. POSITION OR TITLE: VICE PRESIDENT. RESPONSIBILITIES: PROVIDE FEEDBACK ON BOOKSTORE ACTIVITIES. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/DURING MARKET HOURS): 1 TOTAL/ 0 DURING MARKET HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-10-21
S63	Uniform Securities Agent State Law Examination	2015-08-24

S65 Uniform Investment Adviser Law Examination

2019-10-21
S63 Uniform Securities Agent State Law Examination

2015-08-24