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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED | 2025-11-08 |
Branch Locations
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Ibc Building 500 West 5Th Street, 8Th Floor, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Dallas | TX | 01/2017 | 08/2017 |
| Lincoln Financial Advisors Corporation | Dallas | TX | 07/2015 | 10/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 10/2018 | 02/2021 |
| Tiaa | Lewisville | TX | 10/2018 | 02/2021 |
| Lincoln Financial | Dallas | TX | 05/2016 | 10/2018 |
| Lincoln Financial Advisors | Addison | TX | 03/2021 | 03/2022 |
| Ashford Securities Llc | Dallas | TX | 12/2022 | 09/2025 |
| Tpc Craig Ranch | Mckinney | TX | 04/2022 | 06/2022 |
| Lumio | Arlington | TX | 06/2022 | 12/2022 |
| First Trust Portfolios L.P. | Wheaton | IL | 11/2025 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 11/2025 | Present |
NAME: LUMIO ADDRESS: 2000 E Lamar Blvd Suite 300, Arlington, TX 76006 CATEGORY: Solar Panel Sales INVESTMENT RELATED: NO TITLE/POSITION: SALES REP START DATE: 06/20/2022 HOURS PER MONTH: 8 HOURS PER MONTH DURING TRADING HOURS: 0 DUTIES: DOOR TO DOOR SALES OF SOLAR PANELS. OTHER BUSINESS NAME: MARYE'S GOURMENT PIZZA. LOCATION: AUSTIN, TX. NATURE OF BUSINESS: PIZZA. POSITION OR TITLE: SERVER. RESPONSIBILITIES: TAKING ORDERS AND SERVING FOOD. START DATE: JAN 16, 2026. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 32.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-14 |
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